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Added 37 mins ago
Customer Experience Associate - Champlain Pl, NB (30 Hours / Week, 10 Month Contract)
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…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
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PIA Client Service Associate
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Customer Experience Associate - Southland Mall, Winkler, MB (15 hours/week)
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Customer Experience Associate - Sherwood, PEI (22.5 Hours / Week)
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Associate/Senior Associate, Critical Mineral Investments -970 EN
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$84,698 to $128,742 CAD / year
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Added 18 hours ago
Customer Experience Associate - Windsor, NS (11.25 Hours / Week)
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…advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
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Associate/Senior Associate, Critical Mineral Investments -970 EN
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Remote, Canada
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…flexible financing and investment solutions while mobilizing private-sector and institutional capital to accelerate projects that strengthen the resilience of Canada’s critical minerals…
Added 19 hours ago
Associate/Senior Associate, Critical Mineral Investments -970 EN
Export Development Canada | Exportation et développement Canada
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…flexible financing and investment solutions while mobilizing private-sector and institutional capital to accelerate projects that strengthen the resilience of Canada’s critical minerals…
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RBC

Private Banker

Montreal, QC, Canada

Job type: Full-time
Apply by: Sep 23, 2026
Experience: A minimum of 5 years of experience in client relationship management (personal and/or business) where you provided advice and solutions to clients
Posting language: English
Posted: Sep 18, 2026

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Original job description

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.

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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.

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More about this job

Responsibilities

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

Requirements

Candidates must have at least 5 years of experience in client relationship management with a strong background in credit and financial planning. Proficiency in both English and French is required, along with relevant financial certifications or the commitment to obtain them.

Skills

Business development
Financial planning
Credit solutions
Wealth management
Portfolio management
Relationship sales
Problem resolution
Strategic planning
Team leadership
Investment funds
Bilingualism

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
Wealth Management
Credit Solutions
Financial Planning
Business Development
Relationship Management
Client Acquisition
Portfolio Management
Investment Funds in Canada
IFC
IQPF
Financial Planner
MBA
CFA
CPA
FEA
Commercial Banking
Corporate Banking
Bilingual
Sales
Banking
Financial Services

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