UHNW Private Banker- EN

RBC; Montreal; On-site; CAD 100,000 - 120,000; Full time

Job summary

A leading Canadian bank invites applications for the UHNW Private Banker role in Montreal. This position emphasizes delivering exceptional financial services to ultra-high net worth clients through relationship management and wealth planning. The successful candidate will leverage their expertise to acquire new clients while deepening existing relationships, ensuring outstanding service tailored to each client's unique needs.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities to take on progressively greater accountabilities

Qualifications

• Minimum of 5 years of experience in providing advice to high net worth clients.
• Financial Planner diploma granted by the IQPF.
• Bilingualism required for serving clients effectively.

Responsibilities

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

Skills

Bilingualism (English and French)

Client relationship management

Financial advisory

Education

Financial Planner diploma

Professional designations (e.g., FEA, MBA, LL.B., CFA, CPA)

Job description

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What is the opportunity?

We are currently seeking a Private Banker who will meet the complex financial needs of ultra-high net worth (UHNW) clients. You will be an accredited professional delivering the Black Card Experience to UHNW 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 UHNW 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.

Job Summary

Job Description

What is the opportunity?

We are currently seeking a Private Banker who will meet the complex financial needs of ultra-high net worth (UHNW) clients. You will be an accredited professional delivering the Black Card Experience to UHNW 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 UHNW 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.

What will you do?

• Provide high-end relationship management and proactive advice to UHNW 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 in order 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 in order 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

• Minimum of 5 years of experience in providing advice and solutions to high net worth clients
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
• Thorough understanding of high net worth financial sales and client relationship management
• Financial Planner diploma granted by the IQPF
• Mutual Fund Dealer – Dealing Representative License
  
  

Nice-to-have

• Experience in Commercial Financial Services
• Professional designations (e.g. FEA, MBA, LL.B., CFA, CPA)
  
  

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:

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:

2025-05-28

Application Deadline:

2025-06-11

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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Retail Groceries

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