Commercial Banking Advisor supporting business clients at Canada’s largest bank. Advising on day - to - day banking, developing solutions, and partnering with Account Managers.
About the role
- Private Banking Advisor supporting high-net-worth Canadians with tailored banking advice at RBC. Building relationships, developing households, and delivering day-to-day banking solutions.
Responsibilities
- Provide support, service, and advice to high net worth Private Banking clients through day-to-day interactions
- Deliver tailored advice and solutions to clients
- Proactively enable clients to digitally self-serve
- Assist in acquiring new high net worth households and deepen existing long-term relationships
- Deliver high-end client experience and day-to-day banking advice to high net worth Canadians
- Contribute to business development through weekly planning and strategy sessions, follow-up, and execution
- Conduct comprehensive banking reviews with new households and existing clients as appropriate
- Present financial advice options with a clear recommendation and articulate value to clients
- Explain process steps and keep clients apprised of inquiry or request status
- Inform clients about banking channel options
- Work with clients’ children to deliver financial literacy
Requirements
- Superior client relationship management skills
- Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC)
- Successful completion of the Personal Financial Services Advice (PFSA) course and/or the Fundamentals of Personal Finance (0700) course, or willingness to complete within one year
- A minimum of two years of relevant financial services industry experience, preferably with high net worth clients
- Meticulous attention to detail and strong organizational skills
- Solid understanding of RBC’s complex day-to-day banking products, services, and digital solutions
- Good understanding of investment fundamentals and cash management principles
- Strong problem solving and analytical skills
- University degree in Finance or related field is nice-to-have
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Commissions
- Stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Flexible work/life balance options
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Overnight Banking Advisor supporting RBC, Canada’s largest bank, through phone, email, chat, video, social media, and mobile channels. Resolving banking concerns and educating clients on digital capabilities.
Senior business strategy advisor shaping transformation initiatives for Desjardins, North America's largest cooperative financial group. Advising leaders, developing strategic policies, and guiding complex cross - sector projects.
Operational efficiency advisor improving business processes and operations at Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and recommending solutions across Montréal and Lévis.
Business Advisor developing specialized financial relationships for Desjardins, North America's largest cooperative financial group. Advising clients, selling tailored products, and growing business opportunities.
Wealth management advisor advising affluent members and business owners at Desjardins, North America’s largest cooperative financial group. Developing investment, loan, and insurance strategies.
Senior business strategy advisor shaping strategic initiatives for Desjardins, North America's largest cooperative financial group. Advising leaders, analyzing complex issues, and driving transformation projects.
Operational efficiency advisor improving business processes and operations for Desjardins, North America's largest cooperative financial group. Diagnosing issues, analyzing data, and implementing operational solutions.
Conseiller en performance des initiatives talents chez CAA - Québec, club automobile et services aux membres. Analyser les données RH, mesurer l’impact des initiatives et recommander des améliorations.
Private Banking Advisor managing high - net - worth banking, credit, and investment portfolios for CIBC, a Canadian relationship - oriented bank. Expanding client relationships and delivering wealth - planning solutions across Markham and Richmond Hill.