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Assistant Manager Calgary Investor Centre - Jobs in Calgary, AB

Royal Bank of Canada
Job LocationCalgary, AB
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Come Work with Us!At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.Job TitleAssistant Manager Calgary Investor CentreJob DescriptionWhat will you do

  • Manage client requests delivered in-person or via instruction provided over the phone
  • Take ownership and be involved in every aspect of client service i.e. account opening, asset transfers, guidance through online access/set-up, maintenance and follow-up once assets received
  • Deal with special situations that are outside of standard practice and often the result of requests for support by internal partners. Play a role in establishing and maintaining RBC DI Investor Centre’s as an anchor point for ‘white glove service’ for HNW clients and key partner relationships
  • 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 Canadian Banking platform to solution complex client requests
  • Develop and present business cases to senior decision-makers in RBC DI, Canadian Wealth Management, Capital Markets and Canadian Banking to champion an exception on behalf of a client
  • Play a key role in developing and maintaining relationships with business professionals/high value clients, senior officers with corporations and senior RBC personnel; refer business to partners and assist in referrals to Direct Investing
  • 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 Manager to support strategy initiatives
What do you need to succeedMust-have
  • Have or able to obtain Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) within 1 year of position start date
  • Working Knowledge of Excel, Word and PowerPoint
Nice-to-have
  • Experience in the Investment Industry acting as an Investment Representative (IR) or Investment Advisor Associate (IAA)
What’s in it for youWe 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 SummaryRBC Direct Investing (RBCDI) is currently looking for Assistant Manager for our Calgary Investor Centre. RBCDI is a ”do-it-yourself” online brokerage that provides clients with access to the capital markets and other investment products. The Centres service all client segments, but the business strategy is designed to focus on High Networth (HNW) and Ultra High Networth (UHNW) clients requiring an elevated level of service. In your role, you will support the Manager to achieve strategic and financial goals of the RBDI Centre. Your main objectives are to drive new client acquisition, consolidate assets from existing clients, and to provide personal support and service to existing clients. The role will also provide you with the opportunity to work with colleagues and leaders across all lines of business in ABAddress:CALGARY, Alberta, CanadaCity:CAN-AB-CALGARYCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2022-06-16-07:00Application Deadline:2022-07-01-07:00Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.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.com/careers.Quick Apply
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