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Royal Bank of Canada

Global banking, wealth management, and insurance

Private Banking Advisor

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeVictoria, BC, CanadaIn-person

About the Job

Requirements

  • Superior client relationship management skills.
  • Successful completion of the Investment Funds in Canada course and/or the Canadian Securities Course.
  • Successful completion of the Personal Financial Services Advice course and/or the Fundamentals of Personal Finance course, or willingness to complete one within one year.
  • At least two years of relevant financial services industry experience; experience with high net worth clients is preferred.
  • Meticulous attention to detail and strong organizational skills.

Responsibilities

  • Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following the five principles of the Black Card Experience.
  • Contribute to business development by creating ideas in weekly planning and strategy sessions and following up on and executing planned activities.
  • Conduct comprehensive banking reviews with all new households and with existing clients as appropriate.
  • After proper discovery and analysis, deliver financial advice by presenting options with a recommendation that clearly articulates value to the client.
  • Clearly outline expected process steps to clients and keep them apprised of inquiry or request status.
  • Inform clients of available banking channel options to make doing business convenient and easy.
  • Work with clients’ children to deliver financial literacy.

Desired Qualifications

  • Solid understanding of RBC’s complex day-to-day banking products, services, and digital solutions.
  • Good understanding of investment fundamentals and cash management principles.
  • University degree in Finance or a related field.
  • Strong problem-solving and analytical skills.

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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