Royal Bank of Canada
Job title:
Private Banking Advisor
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.What will you do?Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card ExperienceProactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activitiesConduct comprehensive banking reviews with all new households and with existing clients as appropriateAfter proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the clientClearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/requestInform clients of the various banking channel options available to them to make it convenient and easy to do business with RBCWork with clients’ children to deliver financial literacyWhat do you need to succeed?Must-haveSuperior client relationship management skillsExceptional oral and written communication skillsSuccessful 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 yearA minimum of two years of relevant financial services industry experience, preferably with high net worth clientsMeticulous attention to detail and strong organizational skillsNice-to-haveSolid understanding of RBC’s complex day-to-day banking products, services, and digital solutionsGood understanding of investment fundamentals and cash management principlesUniversity degree in Finance or related fieldStrong problem solving and analytical skillsWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business and geographiesJob SkillsAdditional Job DetailsAddress: 335 8 AVE SW:CALGARYCity: CALGARYCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2024-12-17Application Deadline: 2025-01-06Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay 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 .
Expected salary
Location
Calgary, AB
Job date
Thu, 19 Dec 2024 03:51:55 GMT
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