Private Banking Advisor

Job Summary

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 French and 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

Job Skills