Job Description

What is the opportunity?

We are currently seeking a Private Banker to join our Brossard team.  You will be an accredited professional delivering the Black Card Experience to high net worth Canadians in the Montérégie region, 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.  The successful candidate 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 Montérégie region’s communities in order 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 in order to acquire new clients

- Introduce the Private Banking Associate team as key advisors on managing day-to-day banking needs and lending team as credit experts for credit advice and solutions; support the team respecting and reinforcing role clarity to deliver on client needs

- Proactively and diligently stay at the forefront of RBC’s digital solutions and enable clients through education and support

- Ensure files are robust and accurate with all relevant information, pipeline opportunities are captured and corporate memory is fully built out leveraging Private Banking’s proprietary tools

- Represent RBC Private Banking by acting as an ambassador for the business

What do you need to succeed?

Must-have

- Financial Planner diploma granted by the IQPF

- Mutual Fund Dealer – Dealing Representative License

- Minimum of 5 years’ experience in providing advice and solutions to high net worth clients

- Excellent communication skills in English and French, both written and verbal

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

Nice-to-have

- Canadian Securities Course

- 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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

- Ability to make a difference and lasting impact

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

- Opportunities to building close relationships with clients

About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at .
We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at .
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