Serve high net worth Canadians in Victoria as an RBC Private Banking Advisor, delivering tailored advice and day-to-day banking service.
This full time advisor supports the high net worth client relationship team through comprehensive banking reviews, financial recommendations, and digital self service guidance. You will help acquire recent households, deepen existing relationships, and provide financial literacy to clients’ children. The position requires client relationship management, financial services experience, and careful organization.
Key Responsibilities:
- Deliver high end client experiences and banking advice
- Conduct comprehensive reviews for new and existing households
- Present analyzed options with clear client recommendations
- Explain processes, timelines,
and banking channel choices
- Support business development through planning and execution
Requirements:
- Superior client relationship management skills
- At least two years of relevant financial services experience
- Completed Investment Funds in Canada or Canadian Securities Course
- Completed required personal financial services coursework or willingness within one year
- Meticulous attention to detail and strong organizational skills
Use relationship management, financial advice, and digital banking knowledge to support RBC Private Banking clients in Victoria.