Deliver hands on 1:1 and group sales coaching to drive consistent and effective pipeline management, client acquisition, and commercial execution
Reinforce the implementation of agreed excellence routines and sales standards, escalating where needed
Diagnose sales performance gaps and design targeted coaching and enablement approaches that drive measurable productivity improvements
Coach leaders through change, growth and sales performance goals, including effective sales conversations and performance management
Drive consistent, real-world adoption of the sales operating rhythm and sales playbook by embedding it into coaching activities and leadership cadences
Provide tailored financial services and build relationships with clients at CIBC’s banking centres.
Compensation
competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program
Responsibilities
Foster key relationships with clients
Understand clients’ financial and personal goals
Recommend appropriate products and solutions
Provide forward‑looking financial plans
Engage in marketing and outreach activities
Requirements
Certified professional with current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Support the extraction/manipulation/analysis of operational risk data to identify opportunities for process optimization or automation to mitigate operational loss impacts and support improvements to operational risk data/reporting to Senior Management.
Responsibilities
Gather and analyze operational risk metric data relevant to and impacting the SBU.
Conduct moderate to difficult information/data analysis to identify process optimization/automation work.
Work with partners (internal & external) to identify, validate and reconcile various data sources.
Creation of processes and code to automate delivery of new and existing standard analytics & reporting.
Apply Power BI development capabilities to transform raw data into relevant information.
Support governance and risk management initiatives in Global Markets supervision, performing supervisory control reviews, reporting, and automation improvements.
Compensation
The expected pay range for this position is: $90,000.00 - $135,000.00
Responsibilities
Collaborate with front-office teams and stakeholders to support governance and risk management initiatives.
Perform daily and periodic supervisory control reviews across key asset classes.
Support desk triage, issue management, and timely escalation of control matters and regulatory concerns.
Contribute to supervisory reporting, dashboards, trackers, and evidence packs.
Identify opportunities to streamline and automate supervisory tasks.
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch.
Responsibilities
Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
Maintain confidentiality in accordance with RBC’s Code of Conduct.
Requirements
Bachelor’s degree
Nice to have: Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
Manage client lifecycle requests for new and existing clients across functional teams to deliver a smooth onboarding experience and support capital markets products.
Compensation
The expected salary range for this particular position is $90,000 - $135,000, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
Responsibilities
Manage client lifecycle requests for new and existing clients
Maintain and update status reports on onboarding progress
Identify and escalating operational control events
Ensure compliance with bank policies
Provide additional business support as directed by reporting manager
Provide world class client service to our valued clients and support the Private Investment Management team in a dynamic, fast‑paced environment.
Compensation
The expected base salary range for this position is $38,000 - $50,000. This position may be eligible to receive a discretionary/variable incentive payment up to 1.0x base salary.
Responsibilities
Provide world class client service to our valued clients
Provide a proactive client experience with a focus on problem resolution and attention to detail while coordinating with various departments and Portfolio Manager/Investment Advisor for execution, where necessary
Follow-up on client trades to ensure proper settlement and delivery
Maintain current knowledge of client accounts by reviewing daily activity through internal reports and applications
Utilize contact management system for daily task management
Requirements
Undergraduate degree
Nice to have: Knowledge around Dominion Securities systems
Director, Sales EnablementRoyal Bank of Canada · Newcastle upon Tyne, United Kingdom