RBC Private Banking Associate, RBC Private Banking Full Time in Oakville, ON


Branch Oakville ON CA

Private Banking Associate, RBC Private Banking
Oakville, ON

We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance,…

What is the opportunity?

As a key member of the client relationship team, the Private Banking Associate 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 visit: http://www.rbcwealthmanagement.com/privatebanking/index.html for more information.

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
  • 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.

What do you need to succeed?

Must have

  • Completion of IFIC and /or CSC
  • A minimum of 2-3 years retail banking experience
  • Strong working knowledge of MS Office
  • Proven client service skills
  • Excellent organizational skills

Nice to have

  • 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.

  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand
  • Prestige
  • Management that supports your work and progression

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We employ approximately 78,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 39 other countries. For more information, please visit rbc.com.

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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Oakville
Address: 279 Lakeshore Road East
Work Hours/Week: 37.5
Work Environment: Private Banking Centre
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 09/20/2018
Req ID: 172348

Posting Notes:

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Employment Type: Full Time
Location: Oakville, ON, CA
Posted on: 2018-09-13
Posted by: