Private Banking Advisor

RBC•Victoria, BC

2d•Onsite

About The Position

A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.

Requirements

Superior client relationship management skills
Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC)
Successful completion of the Personal Financial Services Advice (PFSA) course and/or the Fundamentals of Personal Finance (0700) course, or willingness to complete within one year
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

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
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