Private Banking Advisor

RBC; Regina; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Private Banking Advisor to enhance client relationships and deliver exceptional banking experiences. In this pivotal role, you will provide tailored advice to high net worth clients, ensuring they receive the highest level of service. Your expertise will help clients navigate their financial journeys, while you collaborate with a dynamic team to drive business development and foster long-term relationships. If you're passionate about delivering exceptional client experiences and thrive in a collaborative environment, this opportunity is perfect for you.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities for professional development

Dynamic and collaborative team environment

Access to diverse job opportunities

Qualifications

• 2+ years of experience in financial services, preferably with high net worth clients.
• Completion of relevant financial courses like IFC and CSC is essential.

Responsibilities

• Deliver tailored banking advice to high net worth clients.
• Conduct banking reviews and provide financial recommendations.

Skills

Client Relationship Management

Communication Skills

Financial Advisory

Attention to Detail

Organizational Skills

Problem Solving

Analytical Skills

Education

Investment Funds in Canada course (IFC)

Canadian Securities Course (CSC)

Personal Financial Services Advice (PFSA) course

University degree in Finance

Job description

Job Summary

Job Description

What 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 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

What do you need to succeed?

Must-have

• Superior client relationship management skills
• Exceptional oral and written communication skills English
• 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-have

• 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

What’s 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 Skills

Additional Job Details

Address:

REGINA MAIN BRANCH, 2010 11 AVE:REGINA

City:

REGINA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-06

Application Deadline:

2025-05-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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