Senior Client Growth Specialist

1 week ago


Oakville, Ontario, Canada Royal Bank of Canada Full time

We are a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. Our collaborative, supportive culture enables success at every level and equips us to help our clients achieve their financial goals.

The Sheridan Wealth Management team is seeking a Senior Client Growth Specialist to join the Oakville branch. This is a fast-paced, Council team looking for someone capable in maintaining, developing, and growing a business by providing exceptional client service in an efficient and professional manner. The ideal candidate should have at least 10 years of experience in a similar role.

Key responsibilities include:

  • Establish relationships with existing and new high net worth individuals, families, and business owners
  • Leverage investment and relationship strategies to create customized wealth management services for clients
  • Foster trusted, often multi-generational, long-term relationships using personalized service and advice
  • Establish and maintain reciprocal relationships with RBC partners such as Personal & Commercial Banking, Insurance, etc.

To succeed in this role, you will need:

  • At least 10 years of experience in a relationship manager or similar role
  • CSC, CPH, and WME designations
  • Organizational and Time Management skills to meet deadlines for meetings and presentations
  • Self-confidence and demonstrated ability to persuade
  • Excellent presentation skills
  • Investment Industry and sales experience

We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business and geographies.

This position offers a salary range of $120,000 - $200,000 per year, depending on experience.



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