Private Banking Advisor

Description

Job SummaryJob DescriptionWhat is the opportunity? 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.

What will you do? Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card ExperienceProactively 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 RBCWork with clients children to deliver financial literacy

What do you need to succeed?Must-have

Superior client relationship management skills

Exceptional oral and written communication skills EnglishSuccessful 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 yearA 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-have

Solid understanding of RBCs 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

Whats in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and 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

Job SkillsAdditional Job DetailsAddress:REGINA MAIN BRANCH, 2010 11 AVE:REGINACity:REGINACountry:CanadaWork hours/week:37.5Employment Type:Full time

Platform:Personal and Commercial BankingJob Type:RegularPay Type:SalariedPosted Date:2024-03-26Application Deadline:2024-04-10Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent CommunityStay in-the-know about great career opportunities at RBC.

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