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Added 13 mins ago
Personal Finance Advisor, Assigned Clientele
Desjardins
Quebec, QC · Ste.-Foy, QC · Caisse Desjardins de Sainte-Foy
Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 28 mins ago
Insurance Advisor
Western Financial Group
Terrace, BC
Full-time
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 28 mins ago
Senior Manager, Commercial Due Diligence & Growth Strategy
Deloitte
Toronto, ON
Full-time
…engagements across a broad range of industries, serving as a trusted advisor to private equity sponsors, infrastructure investors, and corporate clients and government. Develop and test…
Added 28 mins ago
Senior Auditor (Vancouver)
Deloitte
Vancouver, BC
Full-time
…challenges they face in an evolving environment - be a trusted…
Added 28 mins ago
Insurance Advisor
Western Financial Group
Langley (District), BC · City of Langley, BC
Full-time
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 28 mins ago
Senior Bridge Engineer, Project Manager
GFT
Vancouver, BC
Full-time
…projects that enhance transportation infrastructure and improve community connectivity. Whether working on highways and bridges or traffic engineering, our team excels in resilient,…
Added 28 mins ago
Insurance Advisor
Western Financial Group
Victoria, BC
Full-time
Join a national team where people, purpose, and community come first. Western Financial Group was named a 2025 Top Insurance Employer by Insurance Business Canada and is home to more than…
Added 29 mins ago
Co-op Transition Advisor
Brock University
St. Catharines, ON · Main Campus (Employees)
Full-time
…Company Culture. At Brock, you will find a welcoming, inclusive community and an exciting range of meaningful career…
Added 29 mins ago
Enterprise Sales Manager / Gestionnaire de vente entreprise
Hewlett Packard Enterprise
Mississauga, ON · Montreal, QC · Ottawa, ON
Full-time
…results and organizational strategy. You will also act as a key advisor to senior management on the development of overall policies and long-term goals of the organization. If you have a…
Added 43 mins ago
Psychiatrist, Community Prevention and Addiction Services (locum)
Vancouver Coastal Health
Vancouver, BC
Full-time
…expected. The psychiatrist should have a good knowledge of Community…
Added 43 mins ago
Psychiatrist, Community Prevention and Addiction Services
Vancouver Coastal Health
Vancouver, BC
Part-time
…expected. The psychiatrist should have a good knowledge of Community…
Added 43 mins ago
Psychiatrist, Access and Assessment Centre
Vancouver Coastal Health
Vancouver, BC
Part-time
…aims of early service provision and fostering stability in the community. We are a group of experienced physicians with a keen desire to help others and a variety of interest areas and…
Added 43 mins ago
Member Services Representative- St. Georges Branch
Assiniboine Credit Union
Alexander, MB · St. Georges, MB
Part-time
Through discovery, identifies members’ goals and needs and connects them to the right Advisor to serve their immediate and future needs in all interactions on the frontline and during lobby…
Added 43 mins ago
Associate
Royal Bank of Canada
Ottawa, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 43 mins ago
Private Banking Advisor
Royal Bank of Canada
Victoria, BC
Full-time
A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through…
Added 43 mins ago
Client Advisor
Royal Bank of Canada
St. John's, NL
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 43 mins ago
HR Advisor
Fraser Health
White Rock, BC
Full-time
We are hiring a Full Time HR Advisor to join our team in the White Rock, B.C. area.
Added 57 mins ago
Account Manager - Commercial Insurance
Westland Insurance Group Ltd.
Calgary, AB
Full-time
As a Commercial Account Manager, you're a trusted advisor, who owns and supports client relationships and understands their business needs in order to provide effective insurance solutions.
Added 57 mins ago
Client Partner
Tata Consultancy Services
Calgary, AB
Full-time
…value for its clients, its investors, its employees, and the community at large. With a highly skilled workforce spread across 55 countries and 202 service delivery centers across the…
Added 57 mins ago
Psychiatrist, Community Prevention and Addiction Services (locum)
Vancouver Coastal Health
Vancouver, BC
Full-time
…expected. The psychiatrist should have a good knowledge of Community…
Added 57 mins ago
Psychiatrist, Access and Assessment Centre
Vancouver Coastal Health
Vancouver, BC
Part-time
…aims of early service provision and fostering stability in the community. We are a group of experienced physicians with a keen desire to help others and a variety of interest areas and…
Added 57 mins ago
202609-123735 PT Learning Business Partnering Lead
Roche
Mississauga, ON
Full-time
Act as a trusted advisor to senior leadership, aligning long-term organizational capability strategies directly with core business objectives.
Added 59 mins ago
Social Media Account Manager
Qode Media
Toronto, ON
Full-time
Perform daily tasks for social media audits, community management, content strategy, regular scheduling, account building, regular blog posts, sales calls, content creation, and curation
Added 1 hour ago
Associate
RBC Dominion Securities
Ottawa, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
Service Advisor
INLAND KENWORTH US INC
Williams Lake, BC
Full-time
…opportunities, and a culture that prioritizes teamwork, safety, and community support. We are committed to embracing new technology, ensuring that we stay at the forefront of innovation in…

RBC

Private Banking Advisor

Victoria, BC, Canada

Job type: Full-time
Apply by: Oct 30, 2026
Posting language: English
Posted: Sep 22, 2026

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Original job description

Job Description

What is the opportunity?

A key member of the client relationship team, the Private Banking Advisor is responsible for providing support, service, and advice to high net worth Private Banking clients through day-to-day interactions. You will support the high net worth client relationship team by delivering tailored advice and solutions to clients, by proactively and diligently enabling clients to digitally self-serve, by assisting in the acquisition of new high net worth households, and by deepening existing long-term relationships.

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
Successful completion of the Investment Funds in Canada course (IFC) and/or the Canadian Securities Course (CSC)
Successful completion of the Personal Financial Services Advice (PFSA) course and/or the Fundamentals of Personal Finance (0700) course, or willingness to complete within one year
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

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
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies

Job Skills

Additional Job Details

Address:

707 FORT ST:VICTORIA

City:

Victoria

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-11

Application Deadline:

2026-10-30

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.

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More about this job

Responsibilities

The Private Banking Advisor provides tailored financial advice and day-to-day banking support to high net worth clients. They also contribute to business development by conducting comprehensive banking reviews and fostering long-term client relationships.

Requirements

Candidates must have at least two years of financial services experience and hold relevant certifications such as IFC or CSC. Strong organizational skills and the ability to deliver high-end client experiences are essential for success in this role.

Skills

Financial advice
Business development
Banking reviews
Financial literacy
Cash management
Investment fundamentals
Problem solving
Analytical skills
Organizational skills
Digital solutions
Communication

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock
Professional development coaching
Flexible work/life balance options

Visa sponsorship

Not detected in the job text

Keywords

Private Banking
High Net Worth
Investment Funds in Canada
Canadian Securities Course
Personal Financial Services Advice
Financial Literacy
Business Development
Cash Management
Digital Solutions
Client Experience
Banking
Finance
Relationship Management
Analytical Skills
Problem Solving
RBC

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