Private Banker
Job details
Job description, work day and responsibilities
Job Summary
Job Description
What is the opportunity?
We are currently seeking a Private Banker to join our team in Oakville, ON. You will be an accredited professional delivering the Black Card Experience to very high net worth 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 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 very high net worth 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 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
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
Nice-to-have
Experience in Commercial Financial Services
Experience in Personal Financial Planning
Experience leading a team within the Financial Industry
Professional designations such as CFA, CPA, MBA, LL.B., FEA
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:
27+ LAKESHORE RD E:OAKVILLE
City:
OAKVILLE
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-05-01
Application Deadline:
2025-05-15
Note: Applications will be accepted until 11:5+ 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Company address
You will be redirected to another website to apply.
Offer ID: #1096268,
Published: 1 week ago,
Company registered: 5 months ago
