Trust Officer

Found in: beBee jobs CA - 1 week ago

Ottawa, Ontario, Canada RBC - Royal Bank Full time

Job Summary

Job Description

As Trust Officer you will be responsible for retaining and growing the book of business, as well as dealing with client issues of varying complexity and ensuring the delivery of quality client service. In this dynamic role, you are expected to develop client relationships, deliver quality client service and identify clients' needs as well as provide solutions through the sale or referral of RBC products and services.

What is the opportunity?

  • Responsible for the timely and efficient administration of estates while providing a superior client experience
  • Responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the officer's book of estates
  • While maintaining an effective level of communication with key team players, you will continue to deliver an optimal customer service experience
  • Promote Royal Trust (RT) Services to the RBC Financial Planning Network by identifying client needs and provide solutions through the sale of RT Services
  • Ensure that clients strategic objectives are met; review and document a client action plan for each unique situation
  • Responsible for executing nationally consistent activities to promote and raise awareness of RT's offerings
  • Maintain an ongoing pipeline of new business opportunities for RT. Identifying new business and referral opportunities for RBC Wealth Management & RBC through existing relationships
  • Using your ability to partner successfully with internal and external clients, you will endeavor to meet and exceed key objectives

What do you need to succeed?

Must Have

  • University Degree or equivalent
  • 1-3 years of experience in the estate and trust industry with strong knowledge of estate and related administration
  • Completion of STEP Canada's CETA program or currently enrolled
  • Ability to travel within area
  • Demonstrated ability in managing family dynamics during the grieving process
  • Bilingual (English/French)

Nice to Have

  • 1- 3 years of proven sales experience, including funnel management, tools and tracking

What's in it for you?

We thrive on the challenge to be our best with progressive thinking to keep growing and working together to deliver trusted advice to help our clients. We care about each other, reaching our greatest 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 and commissions
  • Leaders who support your development through coaching and mentoring opportunities
  • Ability to make a difference and a lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Additional Job Details

Address:

90 SPARKS ST:OTTAWA

City:

OTTAWA

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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

  • Associate Consultant, Professional Services

    Found in: beBee jobs CA - 2 weeks ago

    Ottawa, Ontario, Canada Assent Compliance Full time

    Company DescriptionAssent is the leading solution for supply chain sustainability tailored for the world's top-tier, sustainability-driven manufacturers. Hidden risks riddle supply chains, many of which weren't built with sustainability in mind. That's where we step in. With insights from experts, Assent is the tool manufacturers trust for comprehensive...

  • Jobs – Director, Corporate Financing

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada BDC Full time

    Job Description:The Director, Corporate Financing contribute to the growth of BDC Corporate Financing portfolio by sourcing, developing and recommending high quality transactions in accordance with BDC credit policies and risk parameters. The incumbent also acts as a "trusted advisor" to entrepreneurs while delivering outstanding customer relationship....

  • Articling Student Position 2025-2026

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada Merovitz Potechin Full time

    Salary: Articling Student Merovitz Potechin LLP is hiring an articling student for the articling term. This is an onsite role. Who are we?We are an equal opportunity law office that values teamwork, respect, integrity, caring and professionalism. We also believe in investing in people who understand that exceptional service to clients is critical to...

  • Test Engineer

    Found in: beBee jobs CA - 2 weeks ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Wills & Estates Lawyer

    Found in: beBee jobs CA - 7 hours ago

    Ottawa, Ontario, Canada Merovitz Potechin Full time

    Salary: Merovitz Potechin LLP is seeking a Wills and Estates Lawyer to join our growing team. We are open to consider candidates on a full-time or part-time basis. Our commitment to safetyWe are an equal opportunity law office that values teamwork, respect, integrity, caring and professionalism. We also like to have fun (including 5 minute dance parties and...

  • Ls257 - Manager, Leo Satellite Payload Engineering

    Found in: beBee jobs CA - 2 weeks ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Student Engagement and Orientation Coordinator

    Found in: beBee jobs CA - 6 days ago

    Ottawa, Ontario, Canada Carleton University Full time

    Duties and Responsibilities: The Student Experience Office (SEO) facilitates student-centered learning that enhances the university experience by: offering transition support, leadership opportunities, and experiential learning programs. The Student Engagement and Orientation Coordinator is responsible for coordinating and overseeing initiatives that support...

  • Branch Administrator- Part-time, Ottawa

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada Right at Home Realty Full time

    Salary: About Us:Sure, we are the largest independent brokerage in Canada and that is pretty darn impressive, but we are more than just that. Right at Home Realty has been a champion of the real estate agent since we opened our doors in 2004. We obsess over agent success and are always there to provide the support and services they need to grow their...

  • Senior System Engineer

    Found in: beBee jobs CA - 2 weeks ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ andTSX:TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown to...

  • Cloud Engineer

    Found in: beBee jobs CA - 7 hours ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Senior Content Manager

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Sr. Specialist SW Developer

    Found in: beBee jobs CA - 6 days ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Principal Product Manager

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada OpenText Full time

    OPENTEXT OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...

  • Senior Manager, Revenue Operations

    Found in: beBee jobs CA - 2 weeks ago

    Ottawa, Ontario, Canada Assent Compliance Full time

    Company DescriptionSummaryAssent is the leading solution for supply chain sustainability tailored for the world's top-tier, sustainability-driven manufacturers. Hidden risks riddle supply chains, many of which weren't built with sustainability in mind. That's where we step in. With insights from experts, Assent is the tool manufacturers trust for...

  • Senior RF Test Engineer

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Financial Accounting Analyst

    Found in: beBee jobs CA - 7 hours ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Software Developer

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...

  • Service Coordinator

    Found in: beBee jobs CA - 2 weeks ago

    Ottawa, Ontario, Canada Saint Elizabeth Health Care Full time

    POSITION SUMMARY: Working from our Service Delivery Centre in Ottawa twice a week, this hybrid position will be responsible for the efficient and effective coordination of client care. .Here are many reasons why you will want to bring your talent to our team:You will be part of a distinguished Canadian, not-for-profit organization with a century of...

  • Accountant (January 2025)

    Found in: beBee jobs CA - 2 weeks ago

    Ottawa, Ontario, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Assurance & Accounting team as an Accountant. This diverse team of professionals are dedicated to exceeding clients' unique needs within a rapidly...

  • Senior Digital Campaigns Manager

    Found in: beBee jobs CA - 1 week ago

    Ottawa, Ontario, Canada Telesat Canada Full time

    Telesat (NASDAQ and TSX: TSAT) is a leading global satellite operator, providing reliable and secure satellite-delivered communications solutions worldwide to broadcast, telecommunications, corporate and government customers for over 50 years. Backed by a legacy of engineering excellence, reliability and industry-leading customer service, Telesat has grown...