Private Banker Hnw

1 month ago

Quebec City, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

We are currently seeking a Private Banker to join our team in Quebec. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You will be responsible for bringing new clients to RBC by building a strong network in your local market while growing and deepening existing client relationships through discovery and advice. You will also be focused on winning as One RBC by introducing clients to the right solutions, partners, and capabilities at the right time, to help meet client needs both within Private Banking and across RBC.

**What will you do?**
- Provide high-end relationship management and proactive advice to high net worth households following all five principles of the Black Card Experience, delivering an exceptional client experience and building client loyalty
- Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business relationship
- Be present in the community to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs
- Build/maintain an external Centre of Influence and internal partner network aligned with your target market in order to acquire new clients
- Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice and solutions; support the teams by respecting and reinforcing role clarity to deliver on client needs
- Represent RBC Private Banking by acting as an ambassador for the business

**What do you need to succeed?**

**Must-have**
- Minimum of 5 years of experience in providing advice and solutions to high net worth clients
- Excellent communication skills in English and French, both written and verbal
- Thorough understanding of high net worth financial sales and client relationship management
- Financial Planner diploma granted by the IQPF
- Mutual Fund Dealer - Dealing Representative License
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs

**Nice-to-have**
- Experience in Commercial Financial Services
- Professional designations such as CFA, CPA, MBA, LL.B., FEA

**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**:
700 PLACE D'YOUVILLE:QUÉBEC

**City**:
QUÉBEC

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-11-08

**Application Deadline**:
2024-11-22

**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 Officer, Sales

    4 months ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier Quebec Quebec,G1V 0B9 **Administrative Support role - the Private Banking Officer will support a Private Banker** Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a...

  • Relational Private Banker

    3 weeks ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Relationship Private Banker at the National Bank means acting as an expert with our wealthy clients. Your job: Identify and develop business opportunities for all of the services and products offered by the Bank and develop the market for high-end individual customers Build a relationship of trust with customers Manage a credit portfolio by...

  • Private Banking Officer, Sales

    6 months ago

    Quebec City, Canada BMO Financial Group Full time

    2828 boul Laurier Quebec Quebec,G1V 0B9 **Administrative support role** Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time...

  • Manager Financing Solutions

    6 months ago

    Quebec City, Canada National Bank of Canada Full time

    A career as Director of Financing Solutions in the 1859 Private Banking team at National Bank means working closely with senior private bankers and many other internal and external partners as a credit expert. In this role, you will play a key role in the strategic growth of Private Banking 1859. Your tasks, as varied as they are complex, will enable you to...

  • Associate Private Banking

    4 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 at National Bank, you'll offer wealth management services and advice to a discerning high-net-worth clientele. In this role, you'll provide a comprehensive range of financial services to individuals, businesses, and public sector corporations across Canada. Your job: Support the Private...

  • Boutique Manager

    6 months ago

    Quebec City, Canada EightSix Network Full time

    Job Description Status: Full Time, Salary Report to: National Retail Director Job location: Christofle boutique, Royalmount, Montreal, Canada Hours expected: 40 hours per week Mandatory: Authorization to work in Canada OVERVIEW The Boutique Manager owns all aspects of the boutique’s performance. Responsibilities include the team, client...

  • Associate Director, MA Lead

    3 weeks ago

    City of Langley, Canada Scotiabank Full time

    p>Job Purpose:The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s overall financial objectives. The incumbent possesses advanced knowledge of customized commercial lending,...

  • Banking Advisor

    7 days ago

    City of Langley, Canada RBC Full time

    p>As a key member of the Private Banking Team, the Private Banking Associate partners with the Private Banker and the Private Banking Advisor to bring to life our commitment to best-in-class advice and service to our clients. You will also partner with the Private Banker and the Private Banking Advisor to ensure we communicate by the means they desire,...

  • Associate Director, MA Lead

    3 weeks ago

    City of Langley, Canada Scotiabank Full time

    Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Job Purpose:The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private Bankers, Senior Associates and Associates, including their delivery of client service, distribution of work, and team’s overall...

  • Associate Director, MA Lead

    2 weeks ago

    City of Langley, Canada Scotiabank Full time

    p>Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance.Job Purpose:The Associate Director & Team Lead position is responsible for the operation and achievements of a team of Private...

  • Partner Support Specialist, Bmo Investorline

    6 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **_Assists Partner’s with inquiries as well as account openings/ transfers / account maintenance_** **_ Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects._** - Primary point of contact to assist our network of Financial Planners,...

  • Banking Associate

    4 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Partner Support Specialist, Bmo Investorline

    6 months ago

    Quebec City, Canada BMO Financial Group Full time

    VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 **Language Requirements for role**: Strong verbal and written language skills in both French and English **Availability to work between **10:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) **Work from home** **_Assists Partner’s with inquiries as well as account openings/ transfers / account...

  • Banking Associate

    7 months ago

    Brossard, Quebec, H1N, Montréal, Canada National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Banking associate

    4 months ago

    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth clientele. In this role. you will offer a comprehensive range of financial services to individuals, corporations, and government agencies across Canada, as well as...

  • Senior AI/ML Engineer

    3 weeks ago

    Montreal, Quebec, Québec, Canada Tetrix Full time

    Tl;dr: Tetrix is looking for an allstar software engineer who is independent, motivated and a fast learner. Ideally, we are looking for candidates with at least 5 years of AI/ML experience, specifically with Agents, LLMs, MLOps and AI Evals.✨OverviewTetrix is a seed stage startup on a mission to empower institutional investors to confidently invest in...