Private Banking Advisor

Royal Bank of Canada

Halifax, Canada
Base: not specified; bonus/equity: commissions + s...
Superior client relationship management skills
Deliver tailored financial advice
Proactively enable digital self-service
The Private Banking Advisor is responsible for delivering high-end client experience and day-to-day banking advice to high net worth Canadians

Job Summary

  • The Private Banking Advisor is responsible for delivering high-end client experience and day-to-day banking advice to high net worth Canadians.
  • The role offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • RBC fosters a collaborative, progressive, and high-performing team environment with flexible work/life balance options and opportunities for professional growth.

Matching Summary

The Private Banking Advisor is responsible for delivering high-end client experience and day-to-day banking advice to high net worth Canadians.

Salary

Base: Not specified; Bonus/Equity: Commissions and stock where applicable; Benefits: Comprehensive Total Rewards Program including bonuses and flexible benefits

Skills & Requirements

Must-have

  • Superior client relationship management skills
  • Deliver tailored financial advice
  • Proactively enable digital self-service
  • Conduct comprehensive banking reviews
  • Strong organizational skills

Nice-to-have

  • Understanding of complex banking products
  • Knowledge of investment fundamentals
  • Strong problem solving and analytical skills
  • University degree in Finance or related field

Key Requirements

  • Investment Funds in Canada course (IFC) and/or Canadian Securities Course (CSC)
  • Personal Financial Services Advice (PFSA) course and/or Fundamentals of Personal Finance (0700) course or willingness to complete within one year
  • Minimum two years relevant financial services experience with high net worth clients

Work Rights

Not specified

Tailored Resume

Cover Letter