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Regional Trust Advisor

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
As a Regional Trust Advisor, you will promote RBC Royal Trust products and solutions to the Canadian Banking segment, partnering with internal stakeholders to meet clients' needs and working in cooperation with others to achieve success.

Key Responsibilities:

  • Collaborate with other Regional Trust Advisors to provide coverage and support to Personal Canadian Banking across your designated territory
  • Promote Royal Trust services to the Personal Canadian Banking segment
  • Partner with Financial Planners and Financial Planners, Investment and Retirement Planning, to build awareness of Royal Trust products and solutions
  • Execute consistent national activities to promote and raise awareness of Royal Trust products and solutions
  • Deepen customer loyalty by bringing the full power of RBC to them
  • Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities
  • Partner successfully with internal and external clients and endeavor to meet and exceed key sales objectives

Requirements:

  • University degree and completion of the Canadian Securities Course (CSC)
  • A minimum of 5 years of related experience in the financial services industry and general knowledge of estate and trust related administration
  • A minimum of 5 years of proven sales experience, including funnel management, tools, and tracking
  • Strong written and verbal communication skills
  • Ability to travel within designated region

Nice-to-Have:

  • Financial Planner diploma granted by the IQPF
  • TEP designation
  • Previous experience in the Estate and Trust field
  • Experience within the legal field

What We Offer:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Financial strength and strong brand

Job Skills:

Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

About RBC:

At RBC, 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.