Job Description

Applicaiton Deadline: February 5, 2026

What is the opportunity?

In this role, you are a One RBC specialist with responsibility for new client acquisition for Individualized Mandate Accounts (IMAs), providing the right advice to match the clients’ investment needs. Your ability to develop relationships with both internal and external partners is crucial to your success, particularly within the community and other Centres of Influence. You contribute to client loyalty through keen desire to provide exceptional advice and personalized service, while your proven motivation and entrepreneurial sales style will allow you to achieve exceptional business results.  

What will you do?

Deliver an exceptional client experience, understanding and anticipating client needs and adapting to how clients chose to interact with RBCResponsible for business development, attracting new High Net Worth & Corporate investment clients to RBCConnect clients with the appropriate sales professional in the home of best fit within RBC, leveraging RBC’s full range of expertise to satisfy clients’ overall financial needs Grow the investment portfolio of RBC by hosting investment & retirement advice events and by building relationships with clients, partners and COIsProvide relevant & timely advice to clients on all investment products offered by Caribbean Banking including, but not limited to, Mutual Funds, Individual Managed Accounts, Customized Investment Portfolios, Options, Margin Lending, Equity and Fixed Income TradingOffer solutions that are aligned to the clients’ investment objectives and risk tolerance. and follow corporate compliance/policies to maintain risk exposure and to operate within a legal framework and in accordance with securities regulationsCoordinate 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 experienceSolid acumen of the financial industry & competitors with ability to provide information on local and international economy. Understanding of investment products and key influencing indicators will be an asset.Minimum 5-10 years in a sales environment with experience in the advice and sale of mutual funds. Must meet TTSEC requirements for registration as a Brokering representativeAbility to deepen and develop client relationships through exceptional networking and relationship building capabilities that will generate client loyalty and referralsEntrepreneurial business acquisition mindset with excellent communication and interpersonal skillsTechnically competent in the areas of financial, operational and customer relationship management and new business origination.Strong working knowledge of Microsoft Office Suite, and willingness to familiarize self with other (sometimes emerging) applications and systemsDemonstrated success working in a fast-paced environment with the ability to manage competing priorities, as well as multi-tasking and problem-solving skillsA growth mind-setBe a genuine team player

Nice-to-have

Master’s degree in finance/related FieldAt least 5 years’ experience in a trading/investment environment

Successful candidates will be required to enroll in an RBC internal course within ninety (90 days) of hire date.

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 applicableWork in a dynamic, collaborative, progressive, and high-performing teamA focus on work-life balanceA unique opportunity for personal and professional growthLeaders who support your development through coaching and managing opportunities

Job Skills

Business Oriented, Client Relationship Management, Communication, Customer Relationship Management (CRM), Customer Service Management, Group Problem Solving, Interpersonal Relationship Management, Interpersonal Relationships, Investments, IT Service Management (ITSM), Long Term Planning, Team Management

Additional Job Details

Address:

7-9 SAINT CLAIR AVENUE, 8:PORT OF SPAIN

City:

Port Of Spain

Country:

Trinidad and Tobago

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-30

Application Deadline:

2026-02-06

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

Inclusion and Equal Opportunity Employment

At 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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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 jobs.rbc.com.

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.