Senior Personal Banker advising Calgary TD customers on investments and financial products. Building relationships, providing financial guidance, and driving customer and market - share growth for TD Canada Trust.
About the role
- Private Banker delivering RBC’s Black Card Experience to very high-net-worth clients. Building relationships, acquiring clients, and coordinating wealth, credit, cash-management, and banking solutions.
Responsibilities
- Provide high-end relationship management and proactive advice to very high net worth households following all five principles of the Black Card Experience
- Deliver an exceptional client experience and build client loyalty
- Introduce clients to the right RBC partners and capabilities, including Wealth Management Advisors/Counsellors and Commercial Account Managers
- Be present in the community to provide proactive advice and solutions beyond immediate needs
- Build and maintain external Centres of Influence and internal partner networks to acquire new clients
- Introduce Private Banking Associate and Advisor teams as key advisors for day-to-day banking needs
- Introduce Credit Structures teams as credit experts for advice and solutions
- Support partner teams by respecting and reinforcing role clarity
- Represent RBC Private Banking as an ambassador for the business
Requirements
- Minimum of 5 years of experience in providing advice and solutions to high net worth clients
- Excellent communication skills in English
- Thorough understanding of high net worth financial sales and client relationship management
- Financial Planning Designation (PFP® or CFP®)
- Mutual Fund Dealer – Dealing Representative License
- Experience in Commercial Financial Services (nice-to-have)
- Experience in Personal Financial Planning (nice-to-have)
- Experience leading a team within the Financial Industry (nice-to-have)
- Professional designations such as CFA, CPA, MBA, LL.B., FEA (nice-to-have)
Benefits
- 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
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