Royal Bank of Canada

Private Banker

Royal Bank of Canada • $100K — $120K *
Montreal, QC H1A 0A1In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience in client relationship management with strong advice and solutions delivery
  • Solid understanding of credit and financial planning basics
  • Demonstrated success in sales and managing relationships within a team setting
  • Proficient in independent problem-solving and handling complex client issues
  • Mandatory: Investment Funds in Canada (IFC) certification or willingness to obtain within 3 months
  • Mandatory: Financial Planner diploma from IQPF or commitment to achieve within 18 months
  • Bilingual (English and French) necessary for client engagement.

Responsibilities

  • Drive growth through new client acquisition and exceptional service delivery
  • Collaborate with Client Relationship Team and specialists to fulfill client needs
  • Develop personalized plans to meet revenue growth and client acquisition targets
  • Independently build a strong client portfolio using both internal and external networks
  • Create comprehensive financial solutions by leveraging your planning knowledge and teamwork
  • Implement credit strategies within a holistic financial planning approach
  • Lead client issue resolution by utilizing expertise across the organization.

Benefits

  • Comprehensive Total Rewards Program with bonuses and flexible benefits
  • Opportunity to make a significant impact and forge lasting client relationships
  • Work in a dynamic and progressive team environment
  • Collaborative culture focused on mutual success and community contributions.
Full Job Description
Job Description

What is the opportunity?
We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing high net worth clients using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated credit solutions, complex banking, and cash management solutions. As Canada's Top Private Bank, we excel in providing service over and above any other private bank.

What will you do?
  • Lead with a growth mindset, focusing on what's possible to ensure profitable growth through new household acquisition and delivering an exceptional and personal client experience
  • Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Credit Structures team as key specialists for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs
  • Establish an individual plan towards achieving performance targets for revenue growth, acquiring new qualifying households, while executing client discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position
  • A self-starter, you work independently to leverage your network (internal and external) to build a portfolio of clients and pipeline of prospects, while working with your team to maintain a quality client portfolio, conducting frequent reviews of the portfolio to identify new business and generate strong revenue streams
  • Proactive in developing and structuring end-to-end solutions to address client needs by effectively applying your knowledge and understanding of financial planning principles partnering closely with RBC investment and wealth planning professionals
  • Assess and execute credit strategies as part of an integrated approach to financial planning
  • Take ownership of client problem resolution, sourcing answers and leveraging expertise across RBC
  • You ensure your skill sets and accreditation are updated, and keep abreast of information and developments in our industry to meet client advice needs and role requirements while adhering strictly to policies and procedures


What do you need to succeed?
Must-have
  • A minimum of 5 years of experience in client relationship management (personal and/or business) where you provided advice and solutions to clients
  • Understanding of credit and financial planning fundamentals
  • Proven track record in relationship sales, business development, and effective relationship management in a team environment
  • Ability to work independently to problem solve, resolve complex issues and sensitive situations
  • Investment Funds in Canada (IFC), or obligation to obtain within 3 months of starting
  • Financial Planner diploma issued by the IQPF, or obligation to obtain within 18 months of starting
  • Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.


Nice-to-have
  • Commercial or corporate banking experience
  • Previous experience in a direct financial planning role
  • People management experience
  • Designations such as MBA, CFA, CPA, FEA, etc.


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


Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-11

Application Deadline:

2026-09-23
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

Stay Connected

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
Finance & Insurance
5 Year Trend
+8.7%
NASDAQ
RY
* Ladders Estimates

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