Investment Specialist

Application Deadline: October 3, 2025

What is the opportunity?

In this role you are a One RBC specialist who guides clients’ in choosing solutions to meet their investment needs and will work collaboratively with other RBC partners to meet their full suite of financial needs. Your focus will be on the right solution for the client based on suitability risk assessment, building client loyalty through deepening of relationship with RBC

What will you do?

Deliver an exceptional client experience, understanding and anticipating client needs and adapting to how clients chose to interact with RBC

Be responsible for retention & growth of investment portfolio for branch team managed personal clients and business clients

Connect 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

Retain and grow the investment portfolio of RBC by hosting investment & retirement advice events and by building relationships with clients, partners, and COIs

Provide 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 Trading

Offer 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 regulations

What do you need to succeed?

Must-have

Caring, curious, energetic and have a passion and genuine desire to help clients and make a positive difference in their lives

Bachelor’s degree in Economics, Banking, Law, Accountancy, Business Administration, Finance, or related discipline. At least 2 years working experience in the advice and sale of mutual funds. Must meet TTSEC requirements for registration as a Brokering representative

Solid acumen of the financial industry & competitors with ability to provide information on local and international economy

Ability to deepen and develop client relationships through collaboration and referral to other partners that will bring all of RBC to the clients

Excellent communication and interpersonal skills

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

Leaders who help your development through coaching and managing opportunities

Ability to make a difference and lasting impact on the lives of the client and communities we serve

Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Address:MARAVAL: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:2025-09-25

Application Deadline:2025-10-04

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.

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