Private Banking Advisor

We are seeking a Private Banking Advisor to join our team in Ottawa, Ontario, Canada. As a key member of the client relationship team, you will provide support, service, and advice to high net worth Private Banking clients. Responsibilities: Deliver high-end client experience and day-to-day banking advice to high net worth Canadians Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities Conduct comprehensive banking reviews with all new households and with existing clients as appropriate After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request Inform clients of the various banking channel options available to them to make it convenient and easy to do business with RBC Work with clients' children to deliver financial literacy Requirements: Superior client relationship management skills Exceptional oral and written communication skills in English Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC) Successful completion of the Personal Financial Services Advice (PFSA) course and/or the Fundamentals of Personal Finance (0700) course, or willingness to complete within one year A minimum of two years of relevant financial services industry experience, preferably with high net worth clients Meticulous attention to detail and strong organizational skills Nice-to-have: Fluent in one of the following languages: French, Mandarin, or Cantonese Solid understanding of RBC's complex day-to-day banking products, services, and digital solutions Good understanding of investment fundamentals and cash management principles University degree in Finance or related field Strong problem-solving and analytical skills Benefits: A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to build close relationships with clients Job Data by YubHub .