High Net Worth Financial Advisor

1 month ago

Langley, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?
We are seeking a Private Banker to join our team in delivering the Black Card Experience to high net worth Canadians. As a key player in Private Banking, you will be responsible for building strong relationships with clients, providing proactive advice, and introducing them to the right solutions and partners. Your focus will be on wealth planning, credit, cash management, and day-to-day banking, ensuring that clients receive exceptional service and achieve their financial goals.

Key Responsibilities

  • Provide high-end relationship management and proactive advice to high net worth households, delivering an exceptional client experience and building client loyalty
  • Put clients at the center 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 in order 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

Requirements

Must-have

  • Minimum of 5 years of experience in providing advice and solutions to high net worth clients
  • Excellent communication skills in English both written and verbal
  • Thorough understanding of high net worth financial sales and client relationship management
  • Financial Planner designation (PFP or CFP)
  • Mutual Fund Dealer – Dealing Representative License

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
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to building close relationships with clients

Job Skills

Banking, Client Service, Customer Experience (CX), Financial Sales, High Net Worth Individuals, Mutual Funds, Private Banking

Additional Job Details

At RBC

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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