Private Banking Advisor

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