Premier Banking Advisor

1 week ago


Burlington, Ontario, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Premier Banking Advisor

What is the opportunity?
We are currently seeking a Premier Banking Advisor to join our team.

You will be a professional advisor delivering a superior client experience to high net worth Wealth Management Canada households for their personal banking and lending needs.

You will be responsible for acquiring and deepening relationships of new high net worth households in partnership with the Wealth Management Canada advisor who will continue to be the primary relationship manager for wealth and financial advice.


What will you do?

  • Manage and execute the Premier Banking onboarding process and full range of personal banking and credit solutions
  • Nurture and grow client relationships by understanding the client's personal banking and lending needs, working in concert with the Wealth Management Canada advisors
  • Seek to move client product and service loyalty towards RBC over time through excellence in service, relationship building, care and discovery
  • Follow the steps to deliver a robust Advice Experience (client discovery, the use of tools and calculators and the recommendation of the product solutions that best align with the client's goals, needs and objectives)
  • Ensure any issue is resolved to the client's satisfaction
  • Proactively educate and enable clients to engage with RBC through the channel of their choice

What do you need to succeed?

Must-have

  • Proven sales experience in the financial services industry, providing proactive and tailored personal banking and credit advice to clients
  • Exceptional client servicing and problem resolution skills
  • Demonstrated ability to partner and build trust with colleagues across the various RBC platforms
  • Proven track record in acquiring new client relationships while deepening existing client relationships
  • Ability to communicate in English

Nice-to-have

  • University degree in Commerce, Accounting or Business Administration
  • Completion of the Personal Financial Services Advice (PFSA) course or the Fundamentals of Personal Finance course
  • Proficiency with RBC's digital solutions
  • Experience working with high net worth clients

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.


  • High level of autonomy
  • A strong and diverse team
  • Financial strength and strong brand
  • Prestige

WMPB

Job Summary

Address:

OAKVILLE, Ontario, Canada

City:

CAN-ON-BURLINGTON, CAN-ON-OAKVILLE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

:00

Application Deadline:

:00

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.


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.
  • Banking Advisor

    4 weeks ago


    Burlington, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Advisor

    2 months ago


    Burlington, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryWhat is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...


  • Burlington, Ontario, Canada Thrivent Full time

    Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. We offer up to 24 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. Build a financial...

  • Financial Advisor

    1 week ago


    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionMultiple positions available ~ apply todayWe are hiring full time advisors for our branch locations in the Halton market area (incl. Burlington, Oakville, Milton and Halton Hill). The applicant must be mobile and flexible with schedule and availability to support branch days and hours of operation (including extended hours and...

  • Financial Advisor

    1 week ago


    Burlington, Ontario, Canada Thrivent Full time

    Be in Business for Yourself, not By Yourself Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You'll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the...

  • Client Advisor

    1 week ago


    Burlington, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are hiring full and part time advisors at many of the retail branch locations in the Halton market area (incl. Burlington, Oakville, Halton Hills and Milton). The applicant must also be flexible with schedule and availability to support all branch days and hours of operation (including extended hours and Saturdays) as required.What is the...


  • Burlington, Ontario, Canada Tandia Financial Credit Union Full time

    We invest in people.Be part of a banking experience as unique as you are.Tandia Financial Credit Union (Tandia) is seeking an Advisor to join our team in our Corporate Office in Burlington, ON operating as a virtual branch. This is a full-time temporary role and work hours are Monday to Friday.Do you have a talent for inspiring people and leading by example...


  • Burlington, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Job Title: Full-time Transitions Specialist at Aligned Capital Partners Inc.Aligned Capital Partners Inc. (ACPI) is a rapidly growing investment dealer with a vibrant team eager to expand our business. Our corporate culture promotes teamwork, service excellence, creativity, and initiative. We are on the lookout for a Transitions Specialist to join our Client...

  • Client Advisor

    2 months ago


    Burlington, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat will you do?Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductionsFocus on education and demonstration, leverage technology to deliver a memorable client...

  • Client Advisor

    4 weeks ago


    Burlington, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat will you do?Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductionsFocus on education and demonstration, leverage technology to deliver a memorable client...

  • Service Manager

    1 week ago


    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full-time Service Manager to join our Client Experience team in Burlington.Position Overview- to...


  • Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full-time Investment Operations Associate to join our Client Experience team in Burlington.Position OverviewWhat...


  • Burlington, Ontario, Canada Royal Bank Of Canada Full time

    Job SummaryYour unique ability to connect with clients, provide expert advice, and solve complex business challenges will set you apart in our Client Relationship Team. Join us to deliver top-tier financial solutions tailored to individual needs.Job DescriptionWhat is the opportunity?Your talent for building relationships and offering financial advice is...

  • Claims Advisor Ii

    1 week ago


    Burlington, Ontario, Canada TD Bank Full time

    414542BRInsuranceBurlington, ONMarkham, ONJuly 19, 2023Hours35Workplace ModelHybridDepartment OverviewManage the client relationship and ensure resolution of a broad range of claims from routine - moderately complex within their area of focus and authority. Leverage appropriate support functions in the investigation and assessment of claims, ensuring timely...


  • Burlington, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As a Director on the Soutwestern Ontario Real Estate team, you will be responsible for business development and management of a portfolio of commercial real estate clients, with a primary focus on providing lending solutions for low-rise and high-rise residential real estate projects as well as income producing real estate....


  • Burlington, Ontario, Canada Mnp Llp Full time

    Onboarding Specialist, ease Cloud Accounting Services (Remote) Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change.Make an impact with our ease Cloud Accounting Services team as an Onboarding Specialist. This diverse team of...

  • Finance Manager

    1 week ago


    Burlington, Ontario, Canada Matrix Marketing Full time

    Primary Responsibility: Reporting to the President, the position of Controller is accountable for all finance & accounting functions for this rapidly expanding, organization with operations in Canada and the United States. This will include leading and managing the accounting and administrative functions. Prepare accurate and timely reporting of financial...

  • Sr. Project Manager

    1 week ago


    Burlington, Ontario, Canada iPipeline Full time

    iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in the life insurance industry including...

  • Bookkeeper

    1 week ago


    Burlington, Ontario, Canada Bateman MacKay LLP Full time

    About UsAt Bateman MacKay (BMCA) we understand that a premier accounting Firm provides more than just high quality accounting, tax, and business advisory services to their clients. It provides an engaging, supportive, and fun place to work. It provides a safe place for team members to learn, grow and explore their career path. We explain it simply as Numbers...