Private Banking Advisor

2 months ago

Montréal, Canada Royal Bank of Canada Full time

**Job Summary**

**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
- This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market
- 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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies

**Job Skills**

**Additional Job Details**

**Address**:
1 PLACE VILLE MARIE:MONTRÉAL

**City**:
MONTRÉAL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Personal and Commercial Banking

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-03-20

**Application Deadline**:
2024-04-07

**I**nclusion** 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.

  • Private Banking Advisor

    1 month ago

    Montréal, 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...

  • Private Banking Advisor

    6 days ago

    Montréal, 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...

  • Private Banking Advisor

    1 month ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **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...

  • Remote - Private Banking Associate

    3 weeks ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Senior Private Banking Advisor - Bilingual page is loaded CIBC - Senior Private Banking Advisor - Bilingual Apply locations Montréal, QC Brossard, QC Pointe-Claire, QC time type Full time posted on Posted 30+ Days Ago job requisition id 2320949 We’re building a relationship-oriented bank for the modern world. As a member of CIBC Private Wealth...

  • CIBC - Senior Private Banking Advisor - Bilingual

    3 weeks ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    CIBC - Senior Private Banking Advisor - Bilingual page is loaded CIBC - Senior Private Banking Advisor - Bilingual Apply locations Montréal, QC Brossard, QC Pointe-Claire, QC time type Full time posted on Posted 30+ Days Ago job requisition id 2320949 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...

  • Cibc - Private Banking Associate - Montreal

    3 weeks ago

    Montréal, 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...

  • Cibc - Private Banking Associate - Montreal

    1 month ago

    Montréal, 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...

  • Cibc- Private Banking Associate

    3 weeks ago

    Montréal, 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...

  • Cibc-associate Private Banking Advisor

    2 months ago

    Montréal, 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...

  • Private Wealth Advisor

    21 hours ago

    Montréal, Canada National Bank of Canada Full time

    A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...

  • Senior Advisor, Banking Client Offer

    1 week ago

    montréal, Canada National Bank Full time

    As a Senior Advisor, Banking Client Offer in the Business and Digital Solutions team, Private Banking 1859, you'll work with a multidisciplinary team where you'll contribute your expertise to various major projects that have a significant impact on efficiency, profitability and affect the PB1859 cli

  • Senior Advisor, Banking Client Offer

    1 week ago

    montréal, Canada National Bank Full time

    As a Senior Advisor, Banking Client Offer in the Business and Digital Solutions team, Private Banking 1859, you'll work with a multidisciplinary team where you'll contribute your expertise to various major projects that have a significant impact on efficiency, profitability and affect the PB1859 cli

  • Private Banker

    1 week ago

    Montréal, Canada National Bank of Canada Full time

    A career as a Private Banker at National Bank means acting as an experienced specialist in transactional banking and credit solutions for clients of the Schulman Group wealth management advisors of National Bank Financial. We want to increase our team by having a banker exclusively dedicated to our customers to offer them an unrivaled service...

  • Advisor - Banking Services

    1 month ago

    Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Banking advisor

    2 days ago

    montréal, Canada National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a pe

  • Banking advisor

    3 weeks ago

    montréal, Canada National Bank Full time

    A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric e

  • Private Banking Relationship Manager

    1 month ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** By joining RBC as a Private Banking Relationship Manager, you open the door to an exciting career in Private Banking. This is an opportunity to become a critical member of a results-oriented team. This will be attractive to individuals who have a passion delivering a superior client experience. The Private...

  • Senior Advisor, Banking Client Offer

    1 week ago

    Montréal, Canada National Bank Full time

    As a Senior Advisor, Banking Client Offer in the Business and Digital Solutions team, Private Banking 1859, you'll work with a multidisciplinary team where you'll contribute your expertise to various major projects that have a significant impact on efficiency, profitability and affect the PB1859 client and employee experience. Your role Be an expert...

  • Senior Advisor, Banking Client Offer

    1 week ago

    Montréal, Canada National Bank Full time

    As a Senior Advisor, Banking Client Offer in the Business and Digital Solutions team, Private Banking 1859, you'll work with a multidisciplinary team where you'll contribute your expertise to various major projects that have a significant impact on efficiency, profitability and affect the PB1859 client and employee experience. Your role Be an expert...

  • Banking Advisor

    7 days ago

    Montréal, Canada National Bank of Canada Full time

    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 as well as the lives of your clients and colleagues. You’ll adopt a friendly approach, listen actively and offer a people-centric experience for branch clients. **Your job**: - Greet clients and...