Join RBC as an Experienced Private Banker in Brossard, Canada, specializing in high net worth client relationships. Provide personalized wealth management and credit solutions to clients in a full time capacity. You'll play a vital role in expanding RBC's prestigious client base with your entrepreneurial mindset.
This position requires the ability to work independently while collaborating with various teams to deliver exceptional client experiences and tailored strategies. Your knowledge in financial planning will significantly drive business growth. Key Responsibilities:
- Target new households and enhance existing relationships
- Engage with the Private Banking Advisor and credit teams
- Create and execute financial plans for individual clients
- Maintain ongoing portfolio assessments to maximize revenue
- Resolve client challenges with effective strategies Requirements:
- At least 5 years of client relationship management experience
- In-depth understanding of financial planning and credit
- Bilingual in English and French
- Investment Funds in Canada certification
- Financial Planner diploma or obligation to obtain Maximize your impact in personalized client service and financial planning as an Experienced Private Banker at RBC.