Private Banking Advisor

Job Summary

Job Description

What is this 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 (French an asset)
• 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

Additional Job Details

Address:

RBC WATERSIDE CENTRE, 1871 HOLLIS ST:HALIFAX

City:

HALIFAX

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-10-15

Application Deadline:

2024-10-30

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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