Associate, Royal Distinction
Core
Service and acquisition specialist for High-Net-Worth and Ultra-High-Net-Worth clients on RBC Direct Investing's online brokerage platform.
Role type
Associate, Investment Representative (HNW/UHNW)
Builds
Client relationships and platform adoption for self-directed investors
Domain
Wealth Management / Online Brokerage
Deliverable
client delivery
Required skills
Bilingualism (English/French), Canadian Investment Regulatory Exam (CIRE), Investment Representative experience, Excel/Word/PowerPoint proficiency
Preferred skills
Derivatives Fundamentals Course, Options License (OLC), Wealth Management Essentials (WME)
Technologies
Excel, Word, PowerPoint
Responsibilities
Serve as relationship hub for HNW/UHNW client escalations, articulate value proposition to clients, support regional business objectives, convert partner referrals into long-term relationships, provide client feedback to strategy teams, handle specialized client situations outside standard practice
Seniority
Mid-level, hands-on IC
