Job Summary Job Description What 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 Experience Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities Conduct comprehensive banking reviews with all new households and with existing clients as appropriate After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request Inform clients of the various banking channel options available to them to make it convenient and easy to do business with RBC Work with clients’ children to deliver financial literacy What do you need to succeed? Must-have Superior client relationship management skills Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs. This role requires fluency in French to serve RBC’s French speaking customers in this market 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 Nice-to-have 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 related field Strong problem solving and analytical skills 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: 4 CAR WESTMOUNT:WESTMOUNT City: WESTMOUNT Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2025-06-02 Application Deadline: 2025-06-16 Note: Applications will be accepted until 11:59 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
