Private Banking Advisor at RBC

RBC

Full-time Finance
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Location
westmount, montreal (administrative region), Canada
Posted
July 20, 2026

Job Description

Elevate the financial experience for high net worth clients as a Private Banking Advisor with RBC in Westmount, Canada. Provide personalized solutions and expert service through proactive client engagement.
In this full-time role, you will be a key player on the client relationship team. Your responsibilities include delivering tailored financial advice, conducting banking reviews, and facilitating client self-service. Utilize your relationship management skills to enhance client experiences and assist in business development.
Key Responsibilities:
• Deliver premium client experience for high net worth clients
• Contribute to business development through strategic planning
• Conduct comprehensive banking reviews with clients
• Present financial options and articulate value to clients
• Inform clients about banking channel options for ease
Requirements:
• Superior client relationship management skills
• Bilingual in English and French
• Completion of cru...