Manager – Investment Sales Full Time NEW

Job Description
Application Deadline: October 2, 2026

What is the opportunity?

In this role, you will be responsible for building and maintaining client relationships for the WISE Unit, providing consistent service within established guidelines and developing needs-based sales strategies.  You will also pursue opportunities for security trading and provide proactive sales and service solutions to clients. You contribute to client loyalty improvement by taking ownership of resolving client issues at the first point of contact.  This is your opportunity to become a key member of a results-oriented team, and a key partner as a sales professional to help clients reach their goals.

What will you do?

Develop and maintain close relationships through effective relationship management with client base to improve the client experience and ensure value-add in the client relationship
Responsible for the management of clients via consistent practice management routines, delivering sound sales & service product solution offerings of WISE i.e. fixed income securities and equities for institutional investors. You focus on the right products for the client based on suitability risk assessment.
Follow up on referrals, conduct exploratory meetings with clients as well as presentations of WISE product offerings to potential clients
Develop internal relationships across the RBC group to make readily available WISE products for their clients
Identify new opportunities for using of WISE products and implement strategies for the execution of transactions across the region
Ensure compliance with all internal policies, procedures and statutory & regulatory requirements
Coordinate an exceptional end-to-end client onboarding experience for new and existing investment clients through strong knowledge of client’s operational needs via meetings with clients in person.
Champion digital enablement and be an advocate of RBC’s mobile and online applications, enable our clients to engage with RBC through the channel of choice
What do you need to succeed?

Must-have

University Degree in finance/management studies/accounting or a combination of work and experience
Must have knowledge of multiple asset classes
Demonstrable track record of meeting and exceeding sales targets on a consistent basis
Excellent interpersonal and business development skills
Minimum of 3 to 5 years of banking experience
Working knowledge of all investments and RBC collective investment scheme product offerings
Excellent organization skill and attention to detail
Strong working knowledge of Microsoft Office Suite, and willingness to familiarize self with other (sometimes emerging) applications and systems
Demonstrated success working in a fast-paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skills
A growth mind-set
Be a genuine team player
Nice-to-have

Licensed Trader with the Trinidad and Tobago Stock Exchange and Trinidad and Tobago Securities Exchange Commission
At least 5 years’ experience in a trading/investment environment
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
Work in a dynamic, collaborative, progressive, and high-performing team
A focus on work-life balance
A unique opportunity for personal and professional growth
Leaders who support your development through coaching and managing opportunities