Private Banker - Ottawa, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Ottawa, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Private Banker - Greater Ottawa

What is the opportunity?

What will you do?

Lead with a growth mindset, focusing on what's possible to ensure profitable growth through new household acquisition and delivering an exceptional and personal client experience
Introduce your

Client Relationship Team:
the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Manager Credit Structures as key contact for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs

Establish an individual plan towards achieving performance targets for revenue growth, acquiring new qualifying households, while executing client discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position
A selfstarter, you work independently to leverage your network (internal and external) to build a portfolio of clients and pipeline of prospects, while working with your team to maintain a quality client portfolio, conducting frequent reviews of the portfolio to identify new business and generate strong revenue streams.
Assess and execute credit strategies as part of an integrated approach to financial planning
Take ownership of client problem resolution, sourcing answers and leveraging expertise across RBC
You ensure your skill sets and accreditation are updated, and keep abreast of information and developments in our industry to meet client advice needs and role requirements while adhering strictly to policies and procedures, legal and ethical requirements and regulations safeguarding bank and client information and bank reputation at all times.

What do you need to succeed?

Must have:

A minimum of 1015 years' experience in a client relationship role (personal and/or business) in the financial services industry, where you provided advice & solutions to clients
An understanding of credit and financial planning fundamentals
Proven track record of sales success, business development, and effective relationship management in a team environment
Ability to work independently to problem solve, resolve complex/ambiguous issues and sensitive situations
Investment Funds in Canada (IFIC) designation or must be obtained within 3 months
Financial Planning designation (PFP) or must be obtained within 18 months

Nice to have:

Commercial or corporate banking experience
Previous experience in a direct financial planning role
People management experience
Other designations, such as an MBA, CFA, CPA, LLB, CSC, etc.

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:

Work in a dynamic, collaborative, progressive, and highperforming team
Flexible work environment where private bankers manage between virtual or in person meetings based on client preference
Leaders who support your development through coaching and managing opportunities
A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation
Opportunities to building close relationships with clients

WMPB

Job Summary

Address:

OTTAWA, Ontario, Canada

City:

CAN-ON-OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

:00

Application Deadline:

:00

Inclusion
and Equal Opportunity Employment
At 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.

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