Private Banker

Royal Bank of Canada•Burlington, ON

4d•Onsite

About The Position

We are currently seeking a Private Banker to join our team in Oakville, ON. You will be an accredited professional delivering the Black Card Experience to very 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.

Requirements

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

Nice To Haves

Experience in Commercial Financial Services
Experience in Personal Financial Planning
Experience leading a team within the Financial Industry
Professional designations such as CFA, CPA, MBA, LL.B., FEA

Responsibilities

Provide high-end relationship management and proactive advice to very 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