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
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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 • 279 LAKESHORE RD E:OAKVILLE
Elevate the client experience as a Lead Advisor in Wealth Management at Wealthsimple, working remotely in Canada.Provide top-notch financial planning for high net worth clients while shaping their ... Show more
Client Services Capital Markets team.Start Date / Interview Timeline:.M-F but could be flexible… ie 9:00–5:30, 10:00–6:30pm depending on candidate preference.The TPS Client Services – Non‑Dedicated... Show more
Become a Mortgage Advisor in a fully remote environment, empowered by advanced technology to drive your mortgage business.Enhance your capabilities with comprehensive support focused on client rela... Show more
Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Show more
We are currently seeking a Private Banker to join our team in Oakville, ON.You will be an accredited professional delivering the Black Card Experience to very high net worth Canadians, focused on P... Show more
A major financial institution is seeking a candidate for a remote sales support role specializing in Indigenous portfolios.This position involves discovering client needs and collaborating with Acc... Show more
A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada.This remote role offers warm leads and emphasizes sales without portfolio manag... Show more
Elevate client financial futures as a dedicated Investment Advisor.Drive investment strategy, manage client relationships, and ensure compliant practices in a supportive corporate culture.This role... Show more
Advisory services, Personal banking.A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life ... Show more
This position focuses on generating new and deepening existing high value Wealth Management client relationships.Responsible for identifying high net worth prospects with lending, deposit and trans... Show more
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more
Client Services Capital Markets team.Start Date / Interview Timeline:.M-F but could be flexible… ie 9:00–5:30, 10:00–6:30pm depending on candidate preference.The TPS Client Services – Non‑Dedicated... Show more
A leading financial services company is seeking individuals to become financial advisors.This commission-based role allows you to manage your own business while providing personalized financial sol... Show more
This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and... Show more
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more
Calling all financial professionals looking for a role focused 100% on sales!.As a Private Client Adviser with Fisher Investments Canada, you will receive access to qualified lead resources (C$500K... Show more
Grow your business, your way – with RBC.As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals while we help you reach yours.Maybe you’ve dreamed of starti... Show more
A credit union in Ontario is seeking a Financial Services Officer to enhance member relationships and provide tailored financial advice.This full-time position requires a minimum of 3 years' experi... Show more
A leading financial institution is seeking a Banking Advisor in Brampton.This role involves providing exceptional service to clients, helping them navigate banking applications, and fostering stron... Show more
A leading staffing solution provider is seeking a Private Client Advisor to work remotely in Calgary.This role focuses on asset gathering from warm leads, allowing you to maximize your sales potent... Show more
