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Added 4 mins ago
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RBC

Private Banker- EN

Brossard, QC, Canada

Job type: Full-time
Apply by: Oct 9, 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 24, 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:

1100 RUE DU LUX, UNIT 210:BROSSARD

City:

Brossard

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-24

Application Deadline:

2026-10-09

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</a/span>

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

Build and grow a portfolio of high-net-worth clients by acquiring new households, developing relationships, and delivering personalized wealth management, financial planning, credit, banking, and cash management solutions. Lead a client relationship team, assess and execute credit strategies, resolve client issues, and meet revenue and acquisition targets while following policies and maintaining relevant credentials.

Requirements

Requires at least five years of client relationship management experience, knowledge of credit and financial planning fundamentals, and a proven record in relationship sales and business development. Candidates must be bilingual in English and French, hold or obtain the Investment Funds in Canada credential within three months, and hold or obtain an IQPF Financial Planner diploma within 18 months.

Skills

Relationship Sales
Business Development
Wealth Management
Financial Planning
Credit Solutions
Banking
Cash Management
Portfolio Management
Client Discovery
Problem Solving
Revenue Growth
Team Collaboration
English-French Bilingualism
Investment Funds in Canada (IFC)

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
High-Net-Worth Clients
Relationship Sales
Business Development
Wealth Management
Financial Planning
Credit Strategies
Credit Solutions
Complex Banking
Cash Management
Portfolio Management
Client Discovery
Revenue Growth
New Household Acquisition
Investment Funds in Canada (IFC)
IQPF Financial Planner Diploma
Bilingual English and French
Commercial Banking
Corporate Banking
Client Experience
Team Leadership
Problem Resolution
Financial Planning Principles

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