Private Banker High Net Worth

Private Banker High Net Worth

What is the opportunity?

We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team in the Durham/Peterborough market. You will be responsible for establishing new relationships within our target market and the growth of existing high value clients using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated personal credit, banking, and cash management solutions. As Canada’s Top Private Bank, we excel in providing service over and above any other private bank. For more information, please visit: http://www.rbcwealthmanagement.com/privatebanking/index.html.

What will you do?

• Lead with a growth mindset, focusing on what’s possible to ensure profitable growth through new household acquisition and delivering an exceptional and personal client experience

• Introduce your Client Relationship Team: the Private Banking Advisor and Associate teams as key advisors on managing day-to-day banking needs and the Manager Credit Structures as key contact for credit advice and solutions; support the teams by leading and reinforcing a team approach to deliver on client needs

• Establish an individual plan towards achieving performance targets for revenue growth, acquiring new qualifying households, while executing client discovery activities that reflect the expertise, skill sets, and professionalism expected of your role and position

• A self-starter, you work independently to leverage your network (internal and external) to build a portfolio of clients and pipeline of prospects, while working with your team to maintain a quality client portfolio, conducting frequent reviews of the portfolio to identify new business and generate strong revenue streams.

• Proactive in developing and structuring end-to-end solutions to address client needs by effectively applying your knowledge and understanding of financial planning principles partnering closely with RBC investment and wealth planning professionals.

• Assess and execute credit strategies as part of an integrated approach to financial planning

• Take ownership of client problem resolution, sourcing answers and leveraging expertise across RBC

• You ensure your skill sets and accreditation are updated, and keep abreast of information and developments in our industry to meet client advice needs and role requirements while adhering strictly to policies and procedures, legal and ethical requirements and regulations safeguarding bank and client information and bank reputation at all times.

What do you need to succeed?

Must have:

• A minimum of 10-15 years’ experience in a client relationship role (personal and/or business) in the financial services industry, where you provided advice & solutions to clients

• An understanding of credit and financial planning fundamentals

• Proven track record of sales success, business development, and effective relationship management in a team environment

• Ability to work independently to problem solve, resolve complex/ambiguous issues and sensitive situations

• Investment Funds in Canada (IFIC) designation or must be obtained within 3 months

• Financial Planning designation (PFP) or must be obtained within 18 months

Nice to have:

• Commercial or corporate banking experience

• Previous experience in a direct financial planning role

• People management experience

• Other designations, such as an MBA, CFA, CPA, LLB, CSC, etc.

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:

• Work in a dynamic, collaborative, progressive, and high-performing team

• Flexible work environment where private bankers manage between virtual or in person meetings based on client preference

• Leaders who support your development through coaching and managing opportunities

• A comprehensive Total Rewards Program including bonuses and flexible benefits, and competitive compensation

• Opportunities to building close relationships with clients

OSHAWA, Ontario, Canada CAN-ON-OSHAWA Canada 37.5 Full time Personal and Commercial Banking Regular Salaried 2022-12-19-08:00 2023-01-13-08:00