Private Banking Advisor

Royal Bank of Canada

Victoria, Canada
Base: not specified; bonus/equity: commissions + s...
Superior client relationship management skills
Deliver high-end client experience
Proactively contribute to business development
The Private Banking Advisor is responsible for delivering tailored advice and solutions to high net worth clients while supporting digital self-service and deepening long-term relationships

Job Summary

  • The Private Banking Advisor is responsible for delivering tailored advice and solutions to high net worth clients while supporting digital self-service and deepening long-term relationships.
  • RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Employees benefit from supportive leadership, opportunities for career growth, flexible work/life balance, and the chance to make a lasting impact in a dynamic, collaborative team.

Matching Summary

The Private Banking Advisor is responsible for delivering tailored advice and solutions to high net worth clients while supporting digital self-service and deepening long-term relationships.

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 high-end client experience
  • Proactively contribute to business development
  • Conduct comprehensive banking reviews
  • Meticulous attention to detail

Nice-to-have

  • Solid understanding of RBC banking products
  • Good understanding of investment fundamentals
  • Strong problem solving and analytical skills
  • Ability to work with clients’ children on financial literacy
  • Collaborative and progressive team environment

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
  • University degree in Finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter