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B
Senior Portfolio Manager
BMO
Halifax, NS · Nova_Ctr
- Full-time
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
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- Full-time
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- Full-time
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…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
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Investor Services Manager
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- $128,095 to $142,327 CAD / year
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Director, Strategic Alignment & Portfolio Management
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Toronto, ON · FCP
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Personal Banking Associate Trainee (Full time)- Gatineau De La Gappe
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- Full-time
…products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer…
Added 1 hour ago
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RBC

Private Banking Associate

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 20, 2026
Experience: A minimum of 2-3 years retail banking experience
Posting language: English
Posted: Nov 2, 2026

Original job description

Job Description

What is the opportunity?
As a key member of the client relationship team, the Private Banking Associate in the International Private Banking team is responsible for developing sales and service solutions through regular client interactions. You will also be responsible for direct support to the RBC Private Banking Clients with all activities.

***Please note: All internal applicants must have support from their Reporting Manager before applying for this role***

What will you do?

As Private Banking Associate, you will meet with all new clients and outline how the PBA role provides support as part of the relationship team
You will act as primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists
As one who thrives on finding the solution, you will ensure problems are resolved to the client’s satisfaction, and you will advise the Private Banker of potential escalation/major issues.
As a sales and client service professional, you will maximize opportunities with clients to enhance retention, revenue growth and referrals
You will also assist the client with any requests they may have, for example processing daily transactions, wire transfers and daily term investment renewals
Using your technological knowledge, you will also maximize the use of technology (Financial Literacy, Family Snapshot, Sales Pipeline, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results
As part of the International Private Banking Team, you may be required to work out of our Marine Gateway (South Vancouver) or Downtown Vancouver

What do you need to succeed?
Must-have

A minimum of 2-3 years retail banking experience
Strong working knowledge of MS Office
Proven client service skills
Excellent organizational skills
Must be fluent in English, Mandarin and Cantonese
May be based out of the Marine Gateway (South Vancouver) or Downtown Vancouver Office
(Internals only) Support from your Manager to apply to this role

Nice-to-have

Completion of IFIC and /or CSC
Post-secondary education in Commerce or Business Administration
Basic understanding of investment fundamentals and thorough understanding of RBC products and services

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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities

Job Skills

Additional Job Details

Address:

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-02

Application Deadline:

2026-11-20

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.

Apply About employer

More about this job

Responsibilities

The Private Banking Associate acts as a primary contact for clients, coordinating sales and service solutions while resolving client issues. They are responsible for processing daily transactions, managing investment renewals, and maintaining accurate client data using internal technology.

Requirements

Candidates must have 2-3 years of retail banking experience and be fluent in English, Mandarin, and Cantonese. Proficiency in MS Office and strong organizational skills are required, with professional certifications like IFIC or CSC considered an asset.

Skills

Retail banking
Client service
Sales
MS Office
Organizational skills
English
Mandarin
Cantonese
Investment fundamentals
Financial literacy
Data integrity
Relationship management

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Retail banking
Private banking
Client relationship
Sales
Investment fundamentals
Financial literacy
MS Office
IFIC
CSC
Commerce
Business administration
Wire transfers
Data integrity
Wealth management
Client retention
Revenue growth

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