Senior Trust Officer

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Senior Trust Officer

senior · Other

Job Description

What is the opportunity?

As Senior Trust Officer, RBC Royal Trust, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet clients’ needs.  You will achieve business results in partnership with the team by identifying, growing and retaining a long-term profitable High Net Worth (HNW) portfolio of clients. You will also act as the local resource for the Ultra High Net Worth (UHNW) client segment in order to maximize opportunities for E&T. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence. 
By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live.  We are a team committed to helping clients achieve peace of mind now and for the future. For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/royal-trust/

What will you do?

• Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals

• Develop proactive client contact strategies for each client to ensure broadening of the client relationship to the next generation and with RBC Wealth Management and RBC Group of Companies through ongoing client discovery

• Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the client’s unique situation

• Identify any referral opportunities to appropriate Professionals across the RBC network

• Ensure the process for obtaining new business is efficient and seamless to the client and client’s professional advisor

• Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution

• Responsible for overall client relationship management and administration for trust, power of attorney for property, guardianship and agency accounts and is the representative of the client portfolio.

• Assist in ensuring employees within team are able to achieve their potential through effective coaching, mentoring, communication and training and development activities to meet client needs.  Be part of a mentorship program to help employees discover and develop their career paths

• Deliver quality advice and service to clients by keeping current on product, industry, investment, tax, and legislative developments

What do you need to succeed?

Must-have:

• A minimum of 3 years in a similar role

• Canadian Securities Course

• University Degree or equivalent

• Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust and  taxation issues, including economic conditions

• Ability to travel within area

• A strong knowledge of Estate and Trust Administration and Service Requirements

• A strong knowledge of Estate and Trust Services and Products

 Nice-to-have:

• Trust and Estate Practitioner (TEP) designation

•  Personal Financial Planner (PFP) designation

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:

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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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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.