Private Banker

RBC•Richmond Hill, ON

2d•Onsite

About The Position

We are looking for a Private Banker to join our growing team in the York Region area. You will be responsible for the growth of existing and new relationships, using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated credit, banking, and cash management solutions. As Canada’s Top Private Bank, we excel in providing service over and above any other private bank.

Requirements

A minimum of 5 years’ experience in a client relationship role (personal and/or business) where you provided advice & solutions to clients
An understanding of credit and financial planning fundamentals
Demonstrated ability to achieve best in class results in a team environment
Investment Funds in Canada (IFIC) designation or must be obtained within 3 months
Financial Planning designation (PFP) or must be obtained within 12 months

Nice To Haves

Commercial or corporate banking experience
Previous experience in a direct financial planning role
People management experience
Other designations, such as the CSC, MBA, CFA, CPA, LLB, etc.

Responsibilities

Excel at new Private Banking client acquisition and business growth by leading prospect contact strategies through internal and external partnerships.
Through leading by example, inspire the team to deliver high end relationship management and advice to Canadians with complex financial needs.
Key team members include a Private Banking Advisor (“PBA”) as key contact on managing day to day banking needs and Manager Credit Structures (“MCS”) for credit advice and solutions.
Identify opportunities and solve problems leveraging a OneRBC approach to provide holistic solutions to clients beyond Private Banking.
Create & implement customized client strategy to enhance share of wallet, drive client retention, and deliver a best in class client loyalty.
Assess and execute credit strategies as part of an integrated approach to financial planning
Take ownership of client problem resolution, sourcing answers and leveraging expertise across RBC
Maintain an awareness of areas of operational risk or potential loss through regular assessment of portfolio quality.