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 Banking Advisor
Job Description
What will you do?
You will employ strong communication to engage clients and build relationships.
As Private Banking Advisor, you will meet with all new Private Banking clients and outline how you will provide support as part of the client relationship team.
Identify new and existing client needs to deepen client relationship and provide customized advice.
Partner with the Private Banker to prepare for client meetings and lead client meetings focused on day-to-day banking advice.
Deliver financial literacy education to Private Banking clients and their family.
Use critical thinking, business knowledge and partner collaboration to resolve complex client issues
Proactively educate and enable clients to engage with RBC through the channel of their choice.
What do you need to succeed?
Must have
Ability to articulate and convey clear communication in both written and verbal delivering an elevated client experience
Team player who thrives on working and collaborating with others
Proven ability to deliver an elevated client experience.
Excellent organizational skills with proven abilities to multi-task and work under pressure
Ability to be agile, embrace change and adopt digital technology
Completion of IFIC and/or CSC
Completion of CSI Personal Financial Services Advice course or commitment to complete within 12 months
Basic understanding of investment fundamentals and thorough understanding of RBC products and services
Nice to have
Degree/Diploma post-secondary education
Previous customer service/banking experience
RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.
Job Summary
Private Banking Advisor
As key member of the Client Relationship Team, the Private Banking Advisor partners with the Private Banker to bring to life our commitment to best in class advice and service to our clients. You will also partner with the Private Banker to ensure we communicate by the means they desire, ensure we understands their goals and circumstances, and they see value in our advice and service.
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.
• Opportunity to be part of an environment that encourages personal and professional growth
• Be part of a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Access to a variety of job opportunities across business and geographies
• Ability to develop strong relationships with affluent clientele
• Ability to make a difference and lasting impact on the financial wellbeing of our clients
• Opportunities to be challenged with the complexities of high value client needs
Address:
CALGARY, Alberta, Canada
City:
CAN-AB-CALGARY
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2022-03-28-07:00
Application Deadline:
2022-04-12-07:00
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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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.
Job ID: 92252
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