Private Banker

What is the opportunity?

We are currently seeking a Private Banker to join our team in our Royal Centre office in Vancouver. You will be an accredited professional delivering the Black Card Experience to very 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 high-end 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 long-term 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 day-to-day 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, both written and verbal

• Thorough understanding of high net worth financial sales and client relationship management

• Personal Financial Planner designation granted by Canadian Securities Institute – OR – Certified Financial Planner designation granted by FP Canada

• Investment Funds in Canada course – OR – Canadian Securities Course– granted by Canadian Securities Institute

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 competitive compensation, bonuses, and flexible benefits

• Continued opportunities for career advancement

• World-class sales training, coaching, and development opportunities

• Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training

• Opportunity to achieve great success and grow your career with RBC

Job Skills

Additional Job Details

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER VANCOUVER Canada 37.5 Full time Personal and Commercial Banking Regular Salaried 2024-04-23 2024-05-01