What is the opportunity?
As Premier Banking Advisor, you will deliver an exceptional High Net Worth (HNW) client experience by providing simple banking and credit solutions to HNW Wealth Management Canada (DS, PH&N) households. An anchored point of contact for your clients, you will provide exemplary dedicated engagement aligned to their specific needs. Wealth Management Canada (WMC) Advisors will remain the client’s primary relationship manager, providing wealth planning and advice.
You will build strong relationships with WMC partners to encourage client introductions and grow new Canadian Banking relationships. You will nurture relationships with clients by understanding their financial needs and prioritizing client satisfaction.
What will you do?
Follow national professional servicing standards including: meeting agendas, appointment confirmations, follow-up recap of meetings, email, phone, etc.
Manage and execute end-to-end onboarding and day to day banking and credit product sales and ongoing client experience while acting as a champion for digital enablement. Setting clients up with RBC Online Banking and RBC Mobile Banking Apps
Provide clients with an annual relationship management call and review
Help clients by identifying what is important to them, matching their needs with RBC products and services, teaching them how to access and use their RBC products and providing client-centric advice
Work with the WMC primary relationship advisors on any potential referral opportunities
Take ownership of client problem resolution at first point of contact, sourcing answers and leveraging expertise across RBC, escalating as required in a timely fashion.
Implement practice management disciplines, partnering with WMC advisors to promote referrals resulting in new banking and lending relationships
Inform WMC Advisor on material client issues and keeps an open channel with WMC advisor as it relates to their clients from a pipeline perspective
What do you need to succeed?
Recent demonstrated expertise in banking and credit advice and solutions
Strong knowledge of RBC retail products including cash and credit solutions
Exceptional client advice and service standards
Nice to Have
Experience dealing with High Net Worth clients
Access to own transportation in order to travel to RBC WMC locations
Relationship building experience across all levels of organization
Excellent communicator, both written and spoken
Superior organizational skills
What’s in it for you?
We thrive on the challenge to be our best, thinking progressively to keep growing, and working together to deliver trusted advice to help our clients thrive and our 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
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