Posted: Feb 1, 2023
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Accounting & Finance | Premier Banking Advisor - FT

RBC - Victoria, BC
Full-time
Application Deadline: May 1, 2023
Banking

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Premier Banking Advisor

Job Description

What is the opportunity?

We are currently seeking a Premier Banking Advisor to join our team. You will be a professional advisor delivering a superior client experience to high net worth Wealth Management Canada households for their personal banking and lending needs. You will be responsible for acquiring and deepening relationships of new high net worth households in partnership with the Wealth Management Canada advisor who will continue to be the primary relationship manager for wealth and financial advice.

What will you do?

  • Manage and execute the Premier Banking onboarding process and full range of personal banking and credit solutions
  • Nurture and grow client relationships by understanding the client’s personal banking and lending needs, working in concert with the Wealth Management Canada advisors
  • Seek to move client product and service loyalty towards RBC over time through excellence in service, relationship building, care and discovery
  • Follow the steps to deliver a robust Advice Experience (client discovery, the use of tools and calculators and the recommendation of the product solutions that best align with the client’s goals, needs and objectives)
  • Ensure any issue is resolved to the client’s satisfaction
  • Proactively educate and enable clients to engage with RBC through the channel of their choice

What do you need to succeed?

Must-have

  • Proven sales experience in the financial services industry, providing proactive and tailored personal banking and credit advice to clients
  • Exceptional client servicing and problem resolution skills
  • Demonstrated ability to partner and build trust with colleagues across the various RBC platforms
  • Proven track record in acquiring new client relationships while deepening existing client relationships
  • Ability to communicate in English

Nice-to-have

  • University degree in Commerce, Accounting or Business Administration
  • Completion of the Personal Financial Services Advice (PFSA) course or the Fundamentals of Personal Finance (0700) course
  • Proficiency with RBC’s digital solutions
  • Experience working with high net worth clients

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.

  • High level of autonomy
  • A strong and diverse team
  • Financial strength and strong brand
  • Prestige