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Added 8 mins ago
ED
Senior Advisor, IT Financial Management - EN 956
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- $96,557 to $128,743 CAD / year
- Full-time
Position: Senior Advisor, IT Financial Management
Added 38 mins ago
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Executive Director
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- $115,000 to $130,000 CAD / year
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RBC

Senior Manager, Client Engagement

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 14, 2026
Experience: 3+ years of relevant experience managing P&L outcomes, leading initiatives or developing and delivering on strategy
Posting language: English
Posted: Oct 28, 2026

Original job description

Job Description

What is the opportunity?

RBC Direct Investing is RBC’s online retail brokerage offering industry-leading tools and research to help clients pick the right investments, place trades quickly and track how they are doing. As Senior Manager, Client Engagement, you will be accountable for developing insights and proposals to improve our client's onboarding and engagement with the product to achieve key business targets. You will own from forecasting to actuals - the engagement metrics including funding rates, account cross-sell rates, and monthly/daily activity rates on the platform, all with the goal of optimizing client lifetime value.

What will you do?

Collaborate with Digital Marketing and Communication teams to create a strategy that drives asset deposits and recurring activity/engagement with the Direct Investing platform
Lead cross-functional teams through the delivery of initiatives and strategies to reduce client attrition
Conduct testing on messaging, content and offer combinations to drive an increase in client lifetime value
Report regularly to senior management on P&L outcomes of the engagement portfolio, including campaigns and tactics, recent market trends, and key opportunities and risks
Lead deep dive analytics on key strategic questions relating to client engagement and retention
Transform data into strategic insights for decision making, by both participating and driving programs from initiation to completion to ensure actionable insights are implemented
Drive revenue growth through business planning, and being accountable for P&L outcomes for the Direct Investing Engagement portfolio
Partnering with stakeholders, deliver solutions to address client needs, close product gaps and continuously improve the client experience

Must-have:

Undergraduate degree in business, finance, or related discipline
3+ years of relevant experience managing P&L outcomes, leading initiatives or developing and delivering on strategy
Strong communication, negotiation and people skills
Strong understanding of financial services economics and P&L drivers
Strong ability to deliver in both small team settings and across large matrix organizations
A critical thinking, analytical mindset with a data-led approach to decision making

Nice to have:

Experience in the securities industry, particularly at a self-directed brokerage
Proficiency with SQL, Python, R, or other equivalent analytical tools
Experience with analytics of a digital product

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.

Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work

Job Skills

Communication, Critical Thinking, Group Problem Solving, Knowledge Organization, Long Term Planning, Product Development Lifecycle, Product Manufacturing, Product Services, Product Testing, Waterfall Model

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-28

Application Deadline:

2026-11-14

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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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.

Apply About employer

More about this job

Responsibilities

Develop and execute strategies to improve client onboarding, engagement, retention, and lifetime value, while owning engagement portfolio forecasts and P&L outcomes. Lead cross-functional initiatives and analytics, test campaigns and offers, and report insights, opportunities, and risks to senior management.

Requirements

Requires an undergraduate degree in business, finance, or a related discipline, plus at least three years of relevant experience managing P&L outcomes, leading initiatives, or delivering strategy. Candidates should bring strong communication and people skills, financial services and P&L knowledge, analytical judgment, and the ability to work across teams; securities industry, digital product analytics, and SQL, Python, or R experience are preferred.

Skills

P&L Management
Business Planning
Client Engagement
Client Retention
Financial Services Economics
Data Analysis
Strategic Planning
Cross-Functional Leadership
Digital Marketing
Campaign Testing
Revenue Growth
Communication
Negotiation
People Management
SQL
Python

Benefits

Opportunity to Make a Difference and Lasting Impact
Collaborative, Progressive, High-Performing Team
Challenging Work

Visa sponsorship

Not detected in the job text

Keywords

RBC Direct Investing
Wealth Management
Retail Brokerage
Client Engagement
Client Onboarding
Client Retention
Client Lifetime Value
P&L Management
Funding Rates
Account Cross-Sell
Platform Activity
Asset Deposits
Recurring Activity
Digital Marketing
Campaigns
A/B Testing
Business Planning
Revenue Growth
Financial Services Economics
Securities Industry
Self-Directed Brokerage
Digital Product Analytics
SQL
Python
R
Data Analytics
Cross-Functional Leadership
Product Development Lifecycle
Product Testing
Waterfall Model

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