Private Banking Advisor

Private Banking Advisor

Job Overview

Location
Calgary, Alberta
Job Type
Full Time Job
Job ID
92252
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
86

Job Description

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.

​​​​​​​

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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