At a Glance
- Tasks: Lead a high-performing team to drive client acquisition and retention in wealth management.
- Company: Join RBC, a leader in financial services with a commitment to client excellence.
- Benefits: Enjoy competitive compensation, bonuses, flexible benefits, and a supportive work environment.
- Other info: Flexible work-life balance and opportunities for career advancement await you.
- Why this job: Make a lasting impact while collaborating with top professionals in the industry.
- Qualifications: 10+ years in wealth management and proven leadership experience required.
Accountable for anchoring and acquiring Direct Investing's most profitable and strategically important clients across Canada. Leading a team of approximately 55 full-time employees, this leader drives ~$6.5 billion in new annual volume growth, and services clients holding a combined ~$85 billion in assets under administration. This role is critical to our One RBC strategy, with direct accountability for integrating Wealth Management Canada and Direct Investing client relationships and delivering an exceptional, differentiated client experience that sets RBC apart in the self-directed industry.
What will you do?
- Build and maintain a high-performing team; coach and enable capability development through skill and career advancement
- Accountable for achieving ~$6.7 billion in gross annual volume growth (FY27)
- Directly accountable for the retention and growth of Direct Investing's (~14k) highest-value clients across assigned portfolio(s)
- Act as a One RBC leader who enables cross-business collaboration, introducing clients to RBC partners (Wealth Management, Private Banking, Business Financial Services) to meet all banking and investment needs
- Direct accountability to the Wealth Management Investor Day target to increase shared clients between Direct Investing and Wealth Management Canada by 45k by 2029
- Own client problem resolution; advocate and problem solve, leverage RBC DI colleagues, and escalate as required
- Represent RBC DI across Canada; actively collaborate with in-market partners and leaders (Dominion Securities, Philips Hager and North, Private Banking, Business Financial Services)
What do you need to succeed?
- Must-have
- Minimum 10+ years in Wealth Management, Direct Investing, or financial services
- Minimum 5+ years in a team leadership or management capacity, managing teams of 20+ employees
- Demonstrated track record of client acquisition and retention in high-net-worth segments
- Proven experience in cross-functional business partnerships and integrated business development
What’s in it for you?
- 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
Senior Director, Royal Distinction Program in Toronto employer: RBC Dominion Securities Inc.
RBC Dominion Securities is an exceptional employer that fosters a collaborative and supportive culture, empowering employees to thrive in their roles as Associate Advisors. Located in Moncton, you will benefit from a comprehensive Total Rewards Program, ongoing professional growth opportunities, and the chance to work with a dynamic team dedicated to delivering trusted financial advice. Join us to make a meaningful impact on clients and communities while advancing your career in a top-ranked investment firm.
Contact Details:
RBC Dominion Securities Inc. Recruitment Team
