Senior manager overseeing private client services, driving business development and managing complex consulting engagements.
Responsibilities
Assist partners in generating new business opportunities, building long‑lasting client networks, and growing the client base in the region through marketing and business development initiatives
Delivery of technically complex and demanding consulting projects, ensuring technical excellence and high‑quality client service
Manage client engagements, monitor progress and deliverables, implement standardized processes, and drive performance‑improvement solutions
Collaborate with other service lines, geographies, and diverse work groups to build advisory services, related opportunities, and long‑term relationships
Create, lead, retain and motivate high‑performing teams, fostering a positive learning culture, and coaching team members to aid their development
Requirements
Bachelor’s degree in economics, Finance, Accounting, Law, Taxation, or a related field
Advanced degrees such as MBA, Masters, LLM, or professional qualifications like CPA, ACCA, ADIT, or equivalent
Supports top producing Mortgage Specialist in meeting sales objectives and related activities by providing value added administrative service and support.
Compensation
A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
Responsibilities
Consistently provide superior responsive service to client fax / e-mail / telephone requests
Consistently provide superior responsive execution and delivery of client transactions/requests
Manages Mortgage Specialist’s e-mail/mail, proactively responding to correspondence/requests and prioritizes for Mortgage Specialist to read
Ensures Mortgage Specialist’s diary is effectively time managed to create capacity for all required activities
Manages office routines and expenses ensuring efficiency is maintained through availability of equipment and supplies and effective management of files and records
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
Acquire and consolidate existing and new-to-RBC clients and assets
Connect clients with the right RBC team members to help continuously meet their needs
Develop external business referral sources through networking, marketing, and your centers of influence
Requirements
Financial Planning Designation (QAFP, PFP®, CFP® or CIFP)
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.
Responsibilities
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Requirements
Nice to have: Track record in building rapport and maintaining client relationships within the financial or service industry
Nice to have: Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs, champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships.
Responsibilities
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Requirements
Nice to have: Track record in building rapport and maintaining client relationships within the financial, service or retail industry