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RBC
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Private Banking Associate

RBC
Reference ID: RBCAA008891443

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What is the opportunity?

As a key member of the client relationship team, in your role as Private Banking Associate you will be 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.

What will you do?
  • Meet with all new clients and outline how the PBA role provides support as part of the relationship team
  • Act as primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists
  • Ensure problems are resolved to the client's satisfaction, and advise the Private Banker of potential escalation/major issues.
  • Maximize opportunities with clients to enhance retention, revenue growth and referrals
  • Utilize 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 have over 80,000 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 37 other countries. For more information, please visit rbc.com .

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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 rbc.com/careers .

    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.

    JOB SUMMARY

    City: Calgary
    Address: 300, 335 8th Ave SW
    Work Hours/Week: 37.5
    Work Environment: Private Banking Centre
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Variable Bonus
    Required Travel (%): 0
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 05/24/2019
    Req ID: 187977

    Posting Notes:

    Posted: May 20, 2019
    Closes: July 19, 2019