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 recent 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.