# Private Banking Advisor

**Company**: Royal Bank of Canada (RBC)
**Location**: Ottawa, Ontario
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/OTTAWA-Ontario-Canada/Private-Banking-Advisor_R-0000191182?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b64a0cd3-889

## Description

We are seeking a Private Banking Advisor to join our team in Ottawa, Ontario, Canada. As a key member of the client relationship team, you will provide support, service, and advice to high net worth Private Banking clients.

Responsibilities:

- Deliver high-end client experience and day-to-day banking advice to high net worth Canadians

- 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

Requirements:

- Superior client relationship management skills

- Exceptional oral and written communication skills in English

- 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:

- Fluent in one of the following languages: French, Mandarin, or Cantonese

- 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

Benefits:

- 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

- Work in a dynamic, collaborative, progressive, and high-performing team

- Opportunities to build close relationships with clients

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## Skills

### Required
- client relationship management
- oral and written communication
- Investment Funds in Canada course
- Canadian Securities Course
- Personal Financial Services Advice course
- Fundamentals of Personal Finance course

### Nice to have
- French
- Mandarin
- Cantonese
- RBC's complex day-to-day banking products
- investment fundamentals
- cash management principles
- University degree in Finance

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/OTTAWA-Ontario-Canada/Private-Banking-Advisor_R-0000191182?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)