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 • HAMILTON, Ontario, Canada
Join Desjardins in Oakville, ON, as a Financial Services Sales Advisor! Utilize your customer service skills to develop leads and market financial products effectively.As a full-time team member, y... Show more
Personal Banking Associate Trainee – branch office.Engage customers in day‑to‑day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions... Show more
Turing is seeking Finance Professionals with strong.Investment Banking backgrounds.AI systems learn and reason about complex financial transactions.M&A, IPOs, and deal structuring.AI interprets and... Show more
Join RBC as a Banking Advisor in Hamilton, Canada, where you can enhance the client experience through effective communication and problem-solving abilities.Provide straightforward banking solution... Show more
Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work... Show more
Join FirstOntario as a Senior Member Consultant to transform financial well-being for members.Utilize your expertise to deliver insightful financial advice and enhance team success in a flexible wo... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... Show more
Start your journey in financial services as a Personal Banker Trainee, dedicated to guiding customers in achieving their financial aspirations.This role emphasizes sound financial advice and deepen... Show more
A leading insurance services provider in Ontario is seeking a self-motivated Life & Living Benefits Insurance Advisor to deliver integrated insurance planning.The candidate will build client relati... Show more
Become a Life, Health & Wealth Advisor with RBC Insurance and leverage your entrepreneurial spirit.Help clients navigate their insurance needs through effective relationship-building and expert sol... Show more
Build strong customer relationships as an Expert Personal Banker specializing in home lending solutions.Deliver tailored advice while enhancing customer financial literacy in a collaborative branch... Show more
Top-tier health and wellness benefits, including comprehensive benefits packages and a Health Spending Account.Enhanced mental health benefits through SunLife and TELUS Health.Up to $1000 per year ... Show more
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Show more
Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking ... Show more
Are you ready for a new career that offers limitless opportunities in the financial services industry? Do you dream of taking control of your success and financial independence? It’s time to seize ... Show more
Position: Principal Advisor - Underground.Brunel is currently looking for a Principal Advisor – Underground for our mining client.The Principal Solutions Advisor - Underground is a strategic role w... 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 start... Show more
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Show more
Turing is seeking Finance Professionals with strong.Investment Banking backgrounds.AI systems learn and reason about complex financial transactions.M&A, IPOs, and deal structuring.AI interprets and... Show more
A leading insurance brokerage in Ontario is seeking Registered Insurance Brokers to assess clients' insurance needs and provide tailored coverage options.You will use your expertise to assist clien... Show more
){kind=logo}
