About the role
Job Description
What is the opportunity?
As a PB Advisor Intern, you will embark on a hands-on learning journey to understand the role of a Private Banking Advisor and the intricacies of our business. This temporary internship is designed to prepare you for alignment with a specific Client Relationship Team (CRT) upon successful completion.
This role is ideal for someone eager to gain practical experience in Private Banking while developing the skills needed to excel in a client-focused environment.
What will you do?
Deliver high-end client experience and day-to-day banking advice to high net worth Canadians following all five principles of the Black Card Experience
Proactively contribute to business development by creating ideas in weekly planning/strategy sessions with follow-up and execution of planned activities
Conduct comprehensive banking reviews with all new households and with existing clients as appropriate
After proper discovery and analysis, deliver financial advice through the presentation of options with a recommendation that clearly articulates the value to the client
Clearly outline to clients the expected steps of every process and keep them apprised of the status of their inquiry/request
Inform clients of the various banking channel options available to them to make it convenient and easy to do business with RBC
Work with clients’ children to deliver financial literacy
What do you need to succeed?
Must-have
Superior client relationship management skills
Exceptional oral and written communication skills
Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC)
A minimum of two years of relevant financial services industry experience, preferably with high net worth clients
Meticulous attention to detail and strong organizational skills
Ability to work in a fast-paced team environment
Proactive approach mindset
Ability to identifying opportunities and cultivate deep discovery with clients
Successful completion of the Personal Financial Services Advice (PFSA) course
Nice-to-have
Solid understanding of RBC’s complex day-to-day banking products, services, and digital solutions
Good understanding of investment fundamentals and cash management principles
University degree in Finance or related field
Strong problem solving and analytical skills
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
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to building close relationships with clients
Job Skills
Additional Job Details
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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.
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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.
Aplyr's read
Royal Bank of Canada stands as a financial giant in North America, attracting professionals in AI, digital transformation, and regulatory compliance.
What's promising
- •RBC's strong market position in North America provides stability and growth opportunities.
- •The bank invests heavily in AI and digital transformation, offering cutting-edge roles.
- •RBC's diverse financial services cater to a broad client base, enhancing career variety.
What to watch
- •Regulatory scrutiny in the financial sector can impact operations and job stability.
- •Adapting to rapid technological changes may challenge some employees.
- •High competition in the financial industry could pressure profit margins.
Why Royal Bank of Canada
- •RBC's focus on AI modernization differentiates it in the financial services sector.
- •The bank's commitment to sustainability reporting highlights its forward-thinking approach.
- •RBC's extensive role variety in finance transformation attracts diverse talent.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Royal Bank of Canada
Royal Bank of Canada (RBC) is one of Canada's largest banks and a leading financial services provider in North America, offering a wide range of financial products and services to personal, business, and institutional clients.
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