Private Banker

RBC; Charlottetown; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in Canada is seeking a Private Banker to join their team in Charlottetown. The role involves delivering wealth planning services and managing relationships with high net worth clients. Ideal candidates should have a minimum of five years of experience in client relationships, combined with strong sales and advisory skills. This position offers a comprehensive rewards program and opportunities for growth.

Benefits

Competitive compensation

Flexible work/life balance options

Comprehensive Total Rewards Program

Qualifications

• Minimum of 5 years’ experience in a client relationship role providing advice & solutions.
• Understanding of credit and financial planning fundamentals.
• Experience in a team environment with a proven track record of sales success.

Responsibilities

• Provide high-end relationship management and proactive advice to high net worth households.
• Build and maintain an external Centre of Influence and internal partner network.
• Represent RBC Private Banking as an ambassador for the business.

Skills

Client relationship management

Sales success

Problem-solving

Credit and financial planning

Business development

Education

Investment Funds in Canada (IFIC) designation

Financial Planning designation (PFP)

Mutual Fund Dealer – Dealing Representative License

Job description

Overview

What is the opportunity?

We are currently seeking a Private Banker to join our team in the PEI region. You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You will be responsible for bringing new clients to RBC by building a strong network in your local market while growing and deepening existing client relationships through discovery and advice. You will also be focused on winning as One RBC by introducing clients to the right solutions, partners, and capabilities at the right time, to help meet client needs both within Private Banking and across RBC.

Responsibilities

• Provide high-end relationship management and proactive advice to high net worth households following all five principles of the Black Card Experience, delivering an exceptional client experience and building client loyalty
• Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business relationship
• Be present in the community to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs
• Build/maintain an external Centre of Influence and internal partner network aligned with your target market to acquire new clients
• Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit Structures team as credit experts for credit advice and solutions; support the teams by respecting and reinforcing role clarity to deliver on client needs
• Represent RBC Private Banking by acting as an ambassador for the business

What do you need to succeed?

Must-have

• A minimum of 5 years’ experience in a client relationship role (personal and/or business) where you provided advice & solutions to clients
• An understanding of credit and financial planning fundamentals
• Proven track record of sales success, business development, and effective relationship management in a team environment
• Ability to work independently to problem solve, resolve complex/ambiguous issues and sensitive situations
• Investment Funds in Canada (IFIC) designation or must be obtained within 3 months
• Financial Planning designation (PFP) or must be obtained within 18 months
• Mutual Fund Dealer – Dealing Representative License

Nice-to-have

• Experience in Commercial Financial Services
• Professional designations such as CFA, CPA, MBA, LL.B., FEA

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 geographie

Job Skills

Additional Job Details

Address: 83 QUEEN ST:CHARLOTTETOWN

City: Charlottetown

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-09-11

Application Deadline: 2025-09-30

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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