Job Description
What is the opportunity?A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.
What will you do?
Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card Experience
Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities
Conduct comprehensive banking reviews with all new households and with existing clients as appropriate
After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client
Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request
Inform clients of the various banking channel options available to them to make it convenient and easy to do business with RBC
Work with clients’ children to deliver financial literacy
What do you need to succeed?
Must-have
Superior client relationship management skills
Exceptional oral and written communication skills in English
Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC)
Successful completion of the Personal Financial Services Advice (PFSA) course and/or the Fundamentals of Personal Finance (0700) course, or willingness to complete within one year
A minimum of two years of relevant financial services industry experience, preferably with high net worth clients
Meticulous attention to detail and strong organizational skills
Nice-to-have
Solid understanding of RBC’s complex day-to-day banking products, services, and digital solutions
Good understanding of investment fundamentals and cash management principles
University degree in Finance or related field
Strong problem solving and analytical skills
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
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to building close relationships with clients
Address:
279 LAKESHORE RD E:OAKVILLECity:
OakvilleCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
PERSONAL & COMMERCIAL BANKINGJob Type:
RegularPay Type:
SalariedPosted Date:
2026-05-11Application Deadline:
2026-05-26Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.Join our Talent Community
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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.
Private Banking Advisor • WATERLOO, Ontario, Canada
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