Associate, Direct Investing - Hight Net Worth

Job Description

What is the opportunity?

RBC Direct Investing (RBC DI) is a "do-it-yourself" online brokerage that empowers clients to access capital markets and investment products through multiple digital and service channels. As an investment dealer and distribution business, RBC DI manages integrated digital, sales, and contact centre capabilities; including online platforms, mobile applications, investor centres, and investment services representatives to deliver seamless client experiences across all distribution touchpoints.

Associate, Royal Distinction will service High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, primarily those anchored with our Royal Distinction program. The Associate will drive both service excellence and client acquisition across complex personal and non-personal account types, directly contributing to team performance and business growth.

What will you do?

Deliver an Exceptional Client Experience:

• Establish yourself as the relationship hub by partnering strategically with the Royal Distinction team, responding to service and administrative requests promptly, and serving as the anchor point for HNW and UHNW client service escalations.
• Ensure clear value communication by articulating RBC DI's value proposition and strategic vision to clients and partners, positioning RBC DI as their preferred investment platform.
• Deliver specialized expertise and superior outcomes by providing expert support in complex processes, applying advanced technical knowledge, and consistently exceeding service and professionalism standards on RBC DI’s products and services.
• Lead with exceptional service delivery by modeling a service mindset that consistently demonstrates your commitment to supporting team members and their clients with outstanding care and attention.

Client Acquisition and Growth:

• Drive strategic and financial performance by actively supporting the Regional Head in achieving regional objectives and delivering measurable business results.
• Accelerate client confidence and platform adoption by proactively engaging clients with value-added insights and education, enabling them to maximize RBC DI's leading online platform and become confident self-directed investors.
• Capture partnership-driven growth opportunities by positioning yourself as a key contact for incoming new business referrals from RBC partners, converting referrals into long-term client relationships.
• Develop and refine productive internal and external partnerships and explore new business opportunities to support the continued growth of the RBC DI business
• Provide direct client feedback and experiences to Manager and Head Office to support strategy initiatives.

Continuously Developing My Capabilities:

• Navigate complex client situations with expertise by developing the capability to handle specialized situations outside standard practice, collaborating effectively with DI Senior Relationship Managers and internal partners across Wealth Management, Private Banking, Commercial Banking, RBC Capital Markets, RBC Dominion Securities, and RBC Executives.
• Build a change-ready mindset by actively embracing continuous learning, proactively acquiring knowledge and skills that enable you to adapt to evolving business needs and drive organizational success.
• Maintain professional credentials and competency by ensuring your skills, knowledge, and accreditations remain current and exceed position requirements, positioning yourself as a trusted expert.

What do you need to succeed?

Must haves:

• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
• Minimum (required within 6 months): Canadian Investment Regulatory Exam (CIRE)
• 1-2 years of experience in investment industry acting as an Investment Representative (IR), Associate (IAA) or higher capacity
• Working Knowledge of Excel, Word and PowerPoint
• Preference made to candidates that also are licensed/possess their Derivatives Fundamentals Course, 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 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, 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.
• Access to a variety of job opportunities across business.

Job Skills

Communication, Critical Thinking, Customer Knowledge, Customer Service, Detail-Oriented, Group Problem Solving, Knowledge Organization, Personal Initiative, Results-Oriented

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-15

Application Deadline:

2026-11-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At 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.

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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.