Manager, Investor Centre - Vancouver

What is the opportunity?

Direct Investing (DI) is a "do-it-yourself" online brokerage that provides clients with access to the capital markets and other investment products. The Investor Centres provide RBCDI's only person-to-person acquisition and service experience. The Centres service all client segments, but the business strategy is designed to focus on HNW and UHNW clients requiring an elevated level of service. This includes complex personal and non-personal account types and the review of acquisition opportunities requiring enhanced due diligence. The role is directly accountable for achieving the Investor Centres client and asset growth objectives, and for the growth and retention of a select group of DI's largest and most profitable clients. Business results will be achieved through the implementation of effective networking and local market activities to attract new accounts and assets from new and existing RBC clients. As RBCDI's only client facing service channel, the Investor Centres represent the brand, customer experience and professional image of the business.

What will you do?

• Develop and refine productive internal and external partnerships and explore new business opportunities to support the continued growth of the RBCDI business.

• Primary contact for incoming referrals from RBC partners. Generate opportunities through establishing strong relationships with regional senior RBC partners. Ensure DI's value proposition and strategic vision is well understood.

• Drive new client acquisition by engaging key partners to refer the right business to the RBC DI Investor Centres, focussing on profitable high value clients. Offer solutions and tools to facilitate understanding of DI products, services and procedures and participate in partners' client meetings to assist in the administration of new and existing accounts.

• Focus on networking externally with centres of influence to generate new business for RBCDI (e.g. lawyers, accountants, Industry Associations).

• Assist RBCDI Regional Manager, Business Development to support RBC branch personnel with local branch visits and participate in business partner meetings.

• Deliver educational seminars for new and existing customers and partner to promote awareness and use of the RBC DI website, tools, products and services. Follow up with one-on-one client sessions to promote new account usage.

• Provide direct client feedback and experiences to Manager and Head Office to support strategy initiatives.

What do you need to succeed?

Must-have

• Canadian Securities Course (CSC),

• Conduct and Practices Handbook (CPH)

• 5-8 years of experience in investment industry acting as a Investment Representative (IR), Investment Advisor Associate (IAA) or higher capacity

• Working Knowledge of Excel, Word and PowerPoint

• Advanced knowledge/experience in investments/brokerage industry

Nice-to-have

• Preference made to candidates that also are licensed/possess their: Derivatives Fundamentals Course and Options License (OLC) and Wealth Management Essentials (WME)

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted guidance to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

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