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Private Banker

1 week ago

OttawaOntario, Canada RBC - Royal Bank Full time

Job Summary

Job Description

What is the opportunity?

We are currently seeking a Private Banker to join our team in the Canada, Ontario North & East region. 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 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

  • 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

Nice-to-have

  • Experience in Commercial Financial Services

  • Professional designations such as CFA, CPA, MBA, LL.B., FEA

  • Excellent communication skills in English and French, both written and verbal

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

Commercial Acumen, Competitive Markets, Decision Making, Financial Regulation, Financial Services Industry, Group Problem Solving, Interpersonal Relationship Management, Investment Risk Management, Private Banking, Product Services

Additional Job Details

Address:

50 O'CONNOR ST:OTTAWA

City:

OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-14

Application Deadline:

2025-02-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.
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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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