Private Banking Advisor for High-Net-Worth Clients

RBC; Burnaby; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Total rewards program

Flexible benefits

Competitive compensation

Stock options (where applicable)

Job summary

RBC in Canada seeks a Private Banking Advisor to support the high net worth client relationship team by delivering tailored advice and solutions. You will enable clients to digitally self-serve, assist in acquiring new high net worth households, and deepen existing long-term relationships.

You will provide high-end banking guidance with a focus on investment-informed strategies, a personalized client experience, and collaboration with family members to promote financial literacy across

Qualifications

• IFC and/or CSC completed (or willingness to complete within one year).
• PFSA or 0700 completed or willingness to complete within one year.
• Minimum of two years of relevant financial services experience, preferably with high net worth clients.

Responsibilities

• Deliver high-end client experience and day-to-day banking advice to high net worth Canadians.
• Proactively contribute to business development through weekly planning/strategy sessions with follow-up and execution.
• Conduct comprehensive banking reviews with new households and existing clients as appropriate.
• After discovery, deliver financial advice with options and a clear recommendation of value.
• Outline steps of every process and keep clients informed of status.
• Inform clients of banking channels to facilitate convenient self-service.
• Work with clients' children to deliver financial literacy.

Skills

Client relationship management

Attention to detail

Organizational skills

Education

IFC/CSC completion

PFSA/0700 completion or willingness

Finance degree

Job description

RBC in Canada seeks a Private Banking Advisor to support the high net worth client relationship team by delivering tailored advice and solutions. You will enable clients to digitally self-serve, assist in acquiring new high net worth households, and deepen existing long-term relationships.

You will provide high-end banking guidance with a focus on investment-informed strategies, a personalized client experience, and collaboration with family members to promote financial literacy across