Royal Bank of Canada

Private Banking Advisor

Royal Bank of Canada$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Superior client relationship management skills
  • Exceptional oral and written communication skills in English
  • Completion of the Investment Funds in Canada (IFC) and/or Canadian Securities Course (CSC)
  • Completion of the Personal Financial Services Advice (PFSA) course or willingness to complete within one year
  • Minimum of two years relevant experience, ideally with high net worth clients
  • Strong organizational skills with meticulous attention to detail

Responsibilities

  • Deliver high-end client experience and banking advice to high net worth Canadians
  • Contribute to business development through strategic planning and execution
  • Conduct comprehensive banking reviews with new and existing clients
  • Provide tailored financial advice based on thorough discovery and analysis
  • Outline processes clearly to clients and keep them updated
  • Inform clients of banking options for convenience
  • Educate clients' children on financial literacy

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • Supportive leaders focused on your development through coaching
  • Work within a dynamic, collaborative, and high-performing team
  • Opportunities to build close relationships with clients
Full Job Description
Job Description

Please Note: This is an opportunity for candidate to express their interest in current and future Private Banking Advisor positions across the Ontario North East region.

What is the opportunity?

A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.

What will you do?
  • Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card Experience
  • 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


What do you need to succeed?

Must-have
  • 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
  • 2nd language is an asset
  • 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


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
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to building close relationships with clients


Job Skills

Additional Job Details

Address:

50 O'CONNOR ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-05-11

Application Deadline:

2026-06-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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
5 Year Trend
+8.7%
NASDAQ

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