Jobs in RBC – Client Advisor

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Job Description

Morrisons is seeking a Grill Chef in Milton Keynes, England, United Kingdom. Please take a moment to read the job post below if you are interested

Job Description:

We are currently seeking a Private Banker, Very High Net Worth to join our team in Ottawa You will be an accredited professional delivering the Black Card Experience to very high net worth Canadians, focused on Private Banking’s core value proposition of wealth planning, credit, cash management, and day-to-day banking. You will be responsible for bringing new clients to RBC by building a strong network in your local market while growing and deepening existing client relationships through discovery and advice. You will also be focused on winning as One RBC by introducing clients to the right solutions, partners, and capabilities at the right time, to help meet client needs both within Private Banking and across RBC.

Job Responsibilities:

  • Put clients at the center and bring the full power of RBC to them, introducing them to the right partner at the right time, such as a Wealth
  • Management Advisor/Counsellor for long-term investment advice, or a Commercial Account Manager for a business relationship
  • Be present in the community in order to be relevant to existing and prospective clients, leading to the ability to provide proactive advice and solutions beyond the immediate needs
  • Build/maintain an external Centre of Influence and internal partner network aligned with your target market in order to acquire new clients
  • Provide high-end relationship management and proactive advice to very high net worth households following all five principles of the Black Card
  • Experience, delivering an exceptional client experience and building client loyalty
  • Introduce the Private Banking Associate and Private Banking Advisor teams as key advisors on managing day-to-day banking needs and Credit
  • Structures team as credit experts for credit advice and solutions; support the teams by respecting and reinforcing role clarity to deliver on client needs

Job Requirements:

  • A minimum of 5 years’ experience providing advice & solutions to high net worth clients as well as relationship management
  • Investment Funds in Canada (IFIC) OR CSC
  • Hold a Financial Planning Designation (CFP or PFP) for a minimum of 5 years
  • Thorough understanding of the sale of high net worth financial products & services
  • Entrepreneurial orientation and ideally leadership development within the RBC community

Job Details:

Company: Royal Bank of Canada

Vacancy Type: Full Time

Job Location: Ottawa, Ontario, CA

Application Deadline: N/A

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