Private Banking Advisor Intern

RBC • Langley, BC

5d • Onsite

About The Position

As a PB Advisor Intern, you will embark on a hands-on learning journey to understand the role of a Private Banking Advisor and the intricacies of our business. This temporary internship is designed to prepare you for alignment with a specific Client Relationship Team (CRT) upon successful completion. This role is ideal for someone eager to gain practical experience in Private Banking while developing the skills needed to excel in a client-focused environment.

Requirements

• Superior client relationship management skills
• Exceptional oral and written communication skills
• Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC)
• A minimum of two years of relevant financial services industry experience, preferably with high net worth clients
• Meticulous attention to detail and strong organizational skills
• Ability to work in a fast-paced team environment
• Proactive approach mindset
• Ability identifying opportunities and cultivate deep discovery with clients
• Successful completion of the Personal Financial Services Advice (PFSA) course

Nice To Haves

• Solid understanding of RBC’s complex day-to-day banking products, services, and digital solutions
• Good understanding of investment fundamentals and cash management principles
• University degree in Finance or related field
• Strong problem solving and analytical skills

Responsibilities

• Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card Experience
• Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities
• Conduct comprehensive banking reviews with all new households and with existing clients as appropriate
• After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client
• Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request
• Inform clients of the various banking channel options available to them to make it convenient and easy to do business with RBC
• Work with clients’ children to deliver financial literacy

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Intern