New Job Private Banker In Ontario

Private Banker

Company : RBC
Salary : Details not provided
Location : Ontario

Full Description

What is the opportunity?

We are looking for a Private Banker to manage and grow the Oakville area. You will be responsible for the growth of existing long-term and new profitable relationships, using a personalized and confidential approach to manage a portfolio of households requiring integrated wealth management advice and planning, sophisticated credit, banking, cash management solutions and high level service. As Canada’s Top Private bank, we excel in providing service over and above any other private bank. For more information, please visit:

What will you do?

  • Provide high end relationship management and advice to High-Net-Worth Canadians following all five principles of the Black Card Experience.
  • Introduce Client Relationship Team - Private Banking Associate (PBA) as key advisor on managing day to day banking needs and Manager credit Structures (MCS) as credit expert for credit advice and solutions
  • Ownership of client problem resolution, sourcing answers and leveraging expertise across RBC, escalating as required.
  • Implement practice management disciplines to ensure long term profitable growth of client portfolios; regularly review & assess progress with Manager.
  • Create & implement effective, customized client strategy documents and action plans to enhance share of wallet, retention, and profitability of existing and new client relationships.
  • Deliver solutions for complex investment and/ or other wealth management needs in partnership with other RBC High Net Worth specialists (DS, PH&N, Estate & Trust etc). Refer long term assets to RBC partners where appropriate.
  • Maintain awareness of opportunities to determine areas of operational risk or potential losses.

What do you need to succeed?

Must have:

  • A minimum of 5 years of experience in providing advice & solutions to High Net Worth clients (both personal and business)
  • Thorough understanding of High Net Worth (HNW) financial sales and client relationship management
  • Investment Funds in Canada (IFIC) and Financial Planning designation, CFP or must be obtained within 18 months

Nice to have:

  • CSC
  • MBA
  • Professional Designations (CFA, CA, LLB)

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:

  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to building close relationships with clients
  • Ability to make a difference and lasting impact
  • Leaders who support your development through coaching and managing opportunities
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

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City: Oakville
Address: Oakville
Work Hours/Week: 37.5
Work Environment: Private Banking Centre
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Commission
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 11/30/2021
Platform: Personal & Commercial Banking
Req ID: 432900
Ad Code(s):