Trust Advisor

2 weeks ago

Calgary, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As Trust Advisor, you will act as a key member of the team to achieve business results by identifying, attracting, growing and retaining Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies and procedures. You will act as the regional expert, providing guidance to existing and prospective clients and their advisors, and by sharing best practices with your partners and team.

  • Ensure trust administration is carried out in accordance with the terms of governing documents, trust law, relevant legislation and relevant policy and department objectives, while taking into account client needs.
  • Develop and deliver on a business plan and approach within market to attract new business.
  • Ensure strategic objectives are known, reviewed often, and that service is customized to each client's unique needs and circumstances.
  • Demonstrate a commitment to taking ownership and accountability in managing client requests.
  • Responsible for the management of a team of administrative professionals.
What do you need to succeed?Must Have
  • Minimum 5 years' experience in financial services or related industry
  • Post-secondary degree/diploma or relevant experience
  • Knowledge of trust services, and dedication to staying abreast of trust policy, developments, and related issues.
  • Successful completion of (or willing to complete) the Canadian Securities Course
Nice to Have
  • Previous experience working with Indigenous communities and/or matters
  • Previous experience in trust administration
  • Previous experience in investment industry
  • Trust and Estate Practitioner ( TEP) designation
  • NATOA Trustee Training – Level One
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
  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand

Job Skills

Additional Job Details

Address:

335 8 AVE SW:CALGARY

City:

CALGARY

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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