Direct Investing Associate, Royal Distinction

Royal Bank of Canada View all jobs

Vancouver, BC
Permanent
Full-time

1 month ago

Job DescriptionWhat is the opportunity?RBC Direct Investing (RBCDI) is currently looking for an Associate for the Royal Distinction program in Vancouver. RBCDI is a ”do-it-yourself” online brokerage that provides clients with access to the capital markets and other investment products.Associates service all client segments with a focus in providing expert support to new and existing High Net Worth/Ultra High Net Worth (HNW/UHNW) clients with highly complex needs requiring an elevated level of service. In your role, you will support the Regional Head and Senior Relationship Managers to achieve strategic and financial goals of RBDI.Joining our team will give you the opportunity to showcase your client-focused mindset and ability to identify and develop client centric solutions while being supported by a team committed to your growth and development. At RBCDI, you will have the resources and support needed to deliver for your clients through partnerships and alignment with RBC Wealth Management, RBC Private Banking and RBC Commercial and Business Banking.What will you do?

Lead with a service mindset, delivering an exceptional partner experience that demonstrates your ability to support them and their clients with a “white glove” level of care
Provide start-to-finish sales and ‘after sales’ service. Associates will take ownership and be involved in comprehensive client service i.e. account opening, asset transfers, guidance through online access/set-up, maintenance and follow-up once assets are received.
The role is directly accountable for achieving sales team asset growth objectives. Business results will be achieved through the implementation of effective networking and local market activities and partnering with Senior Relationship Managers (SRMs) to attract new accounts and assets from new and existing RBC clients
Leverage a superior level of knowledge of the brokerage and wealth management industry, RBC Direct Investing’s business and other lines-of-business within the Wealth Management platform to solution complex client requests
Collaborate with local market partners, including Wealth Management, Private Banking, Commercial and Business Banking to identify new high net worth client opportunities that require a specialized and in-person on-boarding experience
Participate in educational seminars to new and existing customers to promote the use of DI tools and services and to generate awareness of all available products
Provide direct client feedback and experiences to Senior Relationship Managers to support strategy initiatives

What do you need to succeed?Must-have

Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) as role will require Investment Industry Regulatory Organization of Canada (IIROC) registration
Working Knowledge of Excel, Word and PowerPoint

Nice-to-have

Derivatives Fundamentals Course and Options License (OLC)
Experience in the Investment Industry acting as an Investment Representative (IR) or Investment Advisor Associate (IAA)

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 advice 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.

A comprehensive Total Rewards Program including bonuses and flexible benefits, fair compensation, commissions, and stock where applicable
Leaders who help 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

Job Skills Adaptability, Critical Thinking, Customer Service, Decision Making, Interpersonal Relationship Management, Operational Delivery, Process Improvements, Time ManagementAdditional Job DetailsAddress: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity: VancouverCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2026-02-11Application Deadline: 2026-03-21Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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