Private Banker

rbc; Montreal (administrative region); On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

Job summary

RBC in Montréal seeks a Private Banker with an entrepreneurial drive to grow relationships with high net worth clients, delivering integrated wealth management, credit solutions, and cash management. You will collaborate with the Private Banking Advisor and Associate teams to manage day-to-day banking needs and credit advice.

Lead with a growth mindset, develop plans to achieve revenue targets, and leverage your network to build a robust client portfolio while maintaining confidentiality and

Qualifications

• A minimum of 5 years of client relationship management experience with advisory capability.
• Strong understanding of credit and financial planning fundamentals.
• Proven track record in relationship sales and business development in a team setting.
• Ability to solve complex issues independently and discreetly.
• Bilingual English and French to serve a diverse client base.

Responsibilities

• Lead growth through new household acquisition and grow revenue with existing clients.
• Collaborate with Private Banking Advisor and Associate teams for day-to-day banking needs and credit structuring.
• Develop individual plans to meet revenue targets and identify new business opportunities.
• Build and manage a client portfolio while reviewing performance and pipeline regularly.
• Apply financial planning principles with RBC investment and wealth planning colleagues to address client needs.

Skills

Client relationship management

Problem solving

Independent work

Team collaboration

Sales & business development

Bilingual English/French

Education

IFC – Investment Funds in Canada

IQPF Financial Planner Diploma

Job description

What is the opportunity?

We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing high net worth clients using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated credit solutions, complex banking, and cash management solutions. As Canada's Top Private Bank, we excel in providing service over and above any other private bank.

What will you do?

Lead with a growth mindset, focusing on what's possible to ensure profitable growth through new household acquisition and delivering an exceptional and personal client experience

Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key specialists for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs

Establish an individual plan towards achieving performance targets for revenue growth, acquiring new qualifying households, while executing client discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position

A self-starter, you work independently to leverage your network (internal and external) to build a portfolio of clients and pipeline of prospects, while working with your team to maintain a quality client portfolio, conducting frequent reviews of the portfolio to identify new business and generate strong revenue streams

Proactive in developing and structuring end-to-end solutions to address client needs by effectively applying your knowledge and understanding of financial planning principles partnering closely with RBC investment and wealth planning professionals

Assess and execute credit strategies as part of an integrated approach to financial planning

Take ownership of client problem resolution, sourcing answers and leveraging expertise across RBC

You ensure your skill sets and accreditation are updated, and keep abreast of information and developments in our industry to meet client advice needs and role requirements while adhering strictly to policies and procedures

What do you need to succeed?

Must-have

• A minimum of 5 years of experience in client relationship management (personal and/or business) where you provided advice and solutions to clients
• Understanding of credit and financial planning fundamentals
• Proven track record in relationship sales, business development, and effective relationship management in a team environment
• Ability to work independently to problem solve, resolve complex issues and sensitive situations
• Investment Funds in Canada (IFC), or obligation to obtain within 3 months of starting
• Financial Planner diploma issued by the IQPF, or obligation to obtain within 18 months of starting
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

Nice-to-have

• Commercial or corporate banking experience
• Previous experience in a direct financial planning role
• People management experience
• Designations such as MBA, CFA, CPA, FEA, etc.

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 Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to building close relationships with clients

Additional Job Details

Address:
1 PLACE VILLE MARIE:MONTRÉAL City:
Montréal Country:
Canada Work hours/week:
37.5 Employment Type:
Full time Platform:
PERSONAL & COMMERCIAL BANKING Job Type:
Regular Pay Type:
Salaried Posted Date:
2026-09-11 Application Deadline:
2026-09-23 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 foste