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Added 11 mins ago
Accountant, Assurance and Accounting - September 2027
ACCA Careers
Kamloops, BC
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored…
Added 11 mins ago
Executive Underwriter, Mid-Market
HDI Global SE
Toronto, ON
Full-time
Added 12 mins ago
Financial Planner
Richardson Wealth Ltd
Calgary, AB
…transformational journey to enhance our entrepreneurial, high-performing, advisor-centric…
Added 12 mins ago
Banking Advisor
RBC
Cambridge, ON
Full-time
Added 12 mins ago
Private Banking Advisor
RBC
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 27 mins ago
Head of People
MineSense
Vancouver, BC
Full-time
Added 27 mins ago
Wealth Management Advisor
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As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 27 mins ago
Senior Advisor, Benefits Realization Management
VIA Rail Canada
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Added 27 mins ago
Wealth Management Advisor
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Montreal, QC
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 27 mins ago
Manager, BCM
BMO
Toronto, ON · YNG
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Added 27 mins ago
Business Development Specialist - Wealth Products
BMO
Toronto, ON · YNG
Full-time
…MGAs, advisors, and brokers. This role is primarily focused on advisor acquisition, advisor engagement, lead generation, and sales pipeline development, while supporting Business…
Added 27 mins ago
Business Development Specialist - Wealth Products (Asian Markets)
BMO
Toronto, ON · YNG
Full-time
…MGAs, advisors, and brokers. This role is primarily focused on advisor acquisition, advisor engagement, lead generation, and sales pipeline development, while supporting Business…
Added 27 mins ago
Branch Manager- District Opportunity - Alberta North area
Scotiabank
Sherwood Park, AB
…professional career? If you are a strong leader, or a senior level advisor ready for leadership, this could be the perfect opportunity for…
Added 41 mins ago
Head of People
MineSense Technologies Ltd.
Vancouver, BC
$175,000 to $200,000 CAD / year
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Added 41 mins ago
Manager, Accounting & Assurance
SME
Mississauga, ON
Full-time
Added 42 mins ago
Internal Investigation Unit - Business Advisor Specialist IIU
Intact FC
AB · Winnipeg, MB · Saint John, NB · Moncton, NB · Toronto, ON · Mississauga, ON · Montreal, QC · Quebec, QC · Laval, QC · Saint-Hyacinthe, QC · Victoria, BC · Vancouver, BC · Dartmouth, NS · Calgary, AB
Full-time
…promise to provide support, opportunities and performance-led financial rewards at a workplace where you can shape the future, win as a team and grow…
Added 42 mins ago
Senior Customer Success Manager, Partnerships
Tipalti
Toronto, ON
$102,400 to $128,000 CAD / year
…retention, growth, and long-term value while serving as a trusted advisor to senior…
Added 42 mins ago
Senior Customer Success Manager, Partnerships
Tipalti
Vancouver, BC
$102,400 to $128,000 CAD / year
…retention, growth, and long-term value while serving as a trusted advisor to senior…
Added 57 mins ago
Member Experience Advisor - Atrium (Casual)
Servus Credit Union
Lloydminster, SK
Part-time
We are hiring for a Casual Member Experience Advisor to join our Atrium Branch!
Added 57 mins ago
Product Security Lead
Miovision
Remote, Canada
$163,000 to $198,000 CAD / year
Full-time · Remote
Added 1 hour ago
Accountant, Assurance and Accounting (2027)
ACCA Careers
Fort Frances, ON
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored…
Added 1 hour ago
Intern, Assurance and Accounting (2027)
ACCA Careers
Thunder Bay, ON
Temporary
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored…
Added 1 hour ago
Accountant, Assurance and Accounting (2027)
ACCA Careers
Thunder Bay, ON
Full-time
…clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored…
Added 1 hour ago
Director, Relationship Management, Corporate Client Group
RBC
Toronto, ON
Full-time
In this role, you will contribute to and draw upon the global expertise and resources of Canada's largest financial institution to tailor financial solutions to assist Canadian Large…
Added 1 hour ago
Client Advisor
RBC
St. John's, NL
Part-time

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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