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Royal Bank of Canada

Global banking, wealth management, and insurance

Private Banker

Wealth Management & Financial AdvisoryPosted on Nov 6
Full-timeCalgary, AB, CanadaNo salary listedIn-person

About the Job

Requirements

  • A minimum of 5 years of experience in a client relationship role, personal and/or business, providing advice and solutions to clients.
  • An understanding of credit and financial planning fundamentals.
  • A proven track record of sales success, business development, and effective relationship management in a team environment.
  • Ability to work independently to solve problems and resolve complex or ambiguous issues and sensitive situations.
  • Investment Funds in Canada designation.
  • Financial Planning designation, either PFP or CFP.
  • Mutual Fund Dealer – Dealing Representative License.

Responsibilities

  • Provide high-end relationship management and proactive advice to high-net-worth households, following all five principles of the Black Card Experience, to deliver an exceptional client experience and build client loyalty.
  • Put clients at the center by 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 remain relevant to existing and prospective clients and provide proactive advice and solutions beyond their immediate needs.
  • Build and maintain an external Centre of Influence and internal partner network aligned with the target market to acquire new clients.
  • Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors for day-to-day banking needs and the Credit Structures team as credit experts; support these teams by respecting and reinforcing role clarity to meet client needs.
  • Represent RBC Private Banking as an ambassador for the business.

Desired Qualifications

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

About the Company

Royal Bank of Canada

Global banking, wealth management, and insurance

What does RBC do? It provides a wide range of financial services including personal and commercial banking, wealth management, insurance, investor services, and capital markets to clients in Canada, the United States, and 27 other countries. How do its products work? It earns revenue from loans, mortgages, investment products, and advisory services, and uses technology to deliver a seamless client experience across a diversified set of financial services, with an emphasis on digital tools and customer service. How is RBC different from competitors? It combines scale and global reach with a principles-led culture, a strong focus on community impact, and a large, diverse workforce (94,000+ employees) to drive client outcomes and continuous innovation. What is RBC’s goal? To help clients prosper and communities thrive by delivering reliable financial solutions and services while adapting to changing needs and maintaining leadership in the financial sector.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1864

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