Private Banker

RBC•Montreal, QC

2d•Onsite

About The Position

We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing high net worth clients using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated credit solutions, complex 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 of experience in client relationship management (personal and/or business) where you provided advice and solutions to clients
Understanding of credit and financial planning fundamentals
Proven track record in relationship sales, business development, and effective relationship management in a team environment
Ability to work independently to problem solve, resolve complex issues and sensitive situations
Investment Funds in Canada (IFC), or obligation to obtain within 3 months of starting
Financial Planner diploma issued by the IQPF, or obligation to obtain within 18 months of starting
This role requires fluency in both French and English in order to serve RBC’s French and English-speaking customers in this market

Nice To Haves

Commercial or corporate banking experience
Previous experience in a direct financial planning role
People management experience
Designations such as MBA, CFA, CPA, FEA, etc.

Responsibilities

Lead with a growth mindset, focusing on what’s possible to ensure profitable growth through new household acquisition and delivering an exceptional and personal client experience
Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key specialists for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs
Establish an individual plan towards achieving performance targets for revenue growth, acquiring new qualifying households, while executing client discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position
A self-starter, you work independently to leverage your network (internal and external) to build a portfolio of clients and pipeline of prospects, while working with your team to maintain a quality client portfolio, conducting frequent reviews of the portfolio to identify new business and generate strong revenue streams
Proactive in developing and structuring end-to-end solutions to address client needs by effectively applying your knowledge and understanding of financial planning principles partnering closely with RBC investment and wealth planning professionals
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
Ensure your skill sets and accreditation are updated, and keep abreast of information and developments in our industry to meet client advice needs and role requirements while adhering strictly to policies and procedures