Private Banker

Job summary

The Private Banker is responsible for acquiring new high-net-worth households and managing existing client portfolios through integrated wealth management and credit solutions. They lead a team approach to deliver personalized service while achieving revenue growth targets and maintaining high professional standards.

Job details

Job Description What is the opportunity? We are looking for a Private Banker with entrepreneurial drive to join our dynamic and growing team. You will be responsible for establishing new relationships within your target market and for the growth of existing high net worth clients using a personalized and confidential approach to execute integrated wealth management advice and planning, sophisticated credit solutions, complex banking, and cash management solutions. As Canada’s Top Private Bank, we excel in providing service over and above any other private bank. 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 Credit Structures team as key specialists 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 What do you need to succeed? Must-have A minimum of 5 years of experience in client relationship management (personal and/or business) where you provided advice and solutions to clients Understanding of credit and financial planning fundamentals Proven track record in relationship sales, business development, and effective relationship management in a team environment Ability to work independently to problem solve, resolve complex issues and sensitive situations Investment Funds in Canada (IFC), or obligation to obtain within 3 months of starting Financial Planner diploma issued by the IQPF, or obligation to obtain within 18 months of starting Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs. Nice-to-have Commercial or corporate banking experience Previous experience in a direct financial planning role People management experience Designations such as MBA, CFA, CPA, FEA, 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. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to building close relationships with clients Job Skills Additional Job Details Address: 1 PLACE VILLE MARIE:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: PERSONAL & COMMERCIAL BANKING Job Type: Regular Pay Type: Salaried Posted Date: 2026-09-11 Application Deadline: 2026-09-23 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

The Private Banker is responsible for acquiring new high-net-worth households and managing existing client portfolios through integrated wealth management and credit solutions. They lead a team approach to deliver personalized service while achieving revenue growth targets and maintaining high professional standards.

Requirements

Candidates must have at least 5 years of experience in client relationship management and a strong understanding of credit and financial planning. Professional certifications such as Investment Funds in Canada (IFC) and a Financial Planner diploma are required or must be obtained within specified timeframes.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock

Listed skills

• Financial planning · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client relationship management
• Business development
• Financial planning
• Credit solutions
• Wealth management
• Relationship sales
• Portfolio management
• Problem resolution
• Strategic planning
• Bilingualism
• Investment funds
• Credit analysis
• Planning
• Problem Solving
• Solutions Support
• Innovation
• Investments
• Private Banking
• Revenue Growth
• Customer Relationship Management
• Sales
• Professionalism
• Master Of Business Administration (MBA)
• Self-Starter
• Business Development
• Certified Public Accountant
• Sales Prospecting
• Chartered Financial Analyst
• Wealth Management
• Growth Mindedness
• People Management
• Relationship Management
• Financial Planning
• Bilingual (French/English)
• Workplace Inclusivity
• Commercial Banking
• Cash Management
• Profitable Growth
• Revenue Stream
• Target Market

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Customer Service & Support
• Private Banker
• Personal Financial Advisor (General)
• Financial and Investment Advisers
• Personal Financial Advisors