Private Banker - Westmount, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Westmount, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is the opportunity?
We are currently seeking a Private Banker to join our team in the region of Montreal.

You will be an accredited professional delivering the Black Card Experience to high net worth Canadians, focused on Private Banking's core value proposition of wealth planning, credit, cash management, and day-to-day banking.

You will be responsible for bringing new clients to RBC by building a strong network in your local market while growing and deepening existing client relationships through discovery and advice.

You will also be focused on winning as One RBC by introducing clients to the right solutions, partners, and capabilities at the right time, to help meet client needs both within Private Banking and across RBC.

What will you do?

Provide highend relationship management and proactive advice to high net worth households following all five principles of the Black Card Experience, delivering an exceptional client experience and building client loyalty
Put clients at the centre and bring the full power of RBC to them, introducing them to the right partner at the right time, such as a Wealth Management Advisor/Counsellor for longterm investment advice, or a Commercial Account Manager for a business relationship
Be present in the community to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs
Build/maintain an external Centre of Influence and internal partner network aligned with your target market to acquire new clients
Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing daytoday banking needs and Credit Structures team as credit experts for credit advice and solutions; support the teams by respecting and reinforcing role clarity to deliver on client needs
Represent RBC Private Banking by acting as an ambassador for the business

What do you need to succeed?

Must-have

Minimum of 5 years of experience in providing advice and solutions to high net worth clients
Excellent communication skills in English and French, both written and verbal
This role requires fluency in both French and English in order to serve RBC's French and Englishspeaking customers in this market
Thorough understanding of high net worth financial sales and client relationship management
Financial Planner diploma granted by the IPF

Mutual Fund Dealer

Dealing Representative License

Nice-to-have

Experience in Commercial Financial Services
Professional designations such as CFA, CPA, MBA, LL.B., FEA

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 highperforming 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 and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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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