29 Oct
|
0000050007 Royal Bank of Canada
|
Brossard
29 Oct
0000050007 Royal Bank of Canada
Brossard
Build high-net-worth client relationships as an RBC Private Banker in Brossard, with integrated wealth management and sophisticated credit expertise. This full-time position requires onsite attendance several days weekly.
You will grow new and existing client relationships through personalized, confidential advice. The work combines financial planning, investment options, credit strategies, complex banking, and cash management solutions. RBC supports clients through coordinated Private Banking Advisor, Associate, Credit Structures, investment, and wealth planning teams.
Key Responsibilities:
- Establish relationships and acquire qualifying high-net-worth client households
- Develop integrated wealth management and financial planning solutions
- Assess and execute credit strategies for client needs
- Review portfolios and generate recent business opportunities
- Resolve complex client issues using RBC expertise
Requirements:
- Minimum five years managing client relationships and providing advice
- Understanding of credit and financial planning fundamentals
- Proven relationship sales and business development record
- Investment Funds in Canada certification or three-month commitment
- Financial Planner diploma from IQPF or eighteen-month commitment
Bring bilingual relationship management, financial planning, and credit expertise to RBC Private Banking clients in Brossard.
📌 RBC Private Banker Wealth Management (Brossard)
🏢 0000050007 Royal Bank of Canada
📍 Brossard