Regional Trust Advisor

3 weeks ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

As Regional Trust Advisor, you will promote RBC Royal Trust products and solutions to the Canadian Banking segment within your marketplace. You will partner with internal stakeholders to help them meet their clients' needs. You are a seasoned sales professional and a team player, an important skill in this role as success is dependent on working in cooperation with others. By joining 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.

What will you do?

  • 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

What do you need to succeed?
Must-have

  • 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'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
  • 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

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

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

  • Advisor Regional and Community Engagement

    3 days ago

    Toronto, Ontario, Canada Independent Electricity System Operator (IESO) Full time

    Advisor Regional and Community Engagement:Date:Jun 7, 2024Location:CACompany:Independent Electricity System OperatorINDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO)Requisition ID: 19804Location: TorontoStatus: RegularBusiness Unit: Corporate Relations, Stakeholder Engagement & InnovationWhy join us?You've got great skills. And you want to use them in an...

  • Retail Sales Solutions Advisor- Scarborough Region

    4 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 196423Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Retail Sales Solutions Advisor We are actively recruiting experienced Retail Sales Solutions Advisor/Client Solutions Advisors in the Toronto East region. Job Overview: As a Client Solutions Advisor you will be responsible for...

  • Retail Sales Solutions Advisor- Scarborough Region

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 196423Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Retail Sales Solutions Advisor We are actively recruiting experienced Retail Sales Solutions Advisor/Client Solutions Advisors in the Toronto East region. Job Overview: As a Client Solutions Advisor you will be responsible for...

  • Retail Sales Solutions Advisor- Scarborough Region

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 196423Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Retail Sales Solutions Advisor We are actively recruiting experienced Retail Sales Solutions Advisor/Client Solutions Advisors in the Toronto East region. Job Overview: As a Client Solutions Advisor you will be responsible for...

  • Svp, Personal Trust Services

    3 days ago

    Toronto, Ontario, Canada Franklin Templeton Investments Full time

    Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future...

  • Regional Sales Associate

    3 days ago

    Toronto, Ontario, Canada Canada Life Assurance Company Full time

    Job Description: We are looking for a Regional Sales Associate (Student Position).**- Note: This is a 4 month student position starting in September, 2023. We have positions available in Toronto and Vancouver._Our organization is strong, and we're getting stronger. Our Inside Sales team supports our industry leading Wealth businesses. On this team you will...

  • Head of Retail Sales Distribution

    3 days ago

    Toronto, Ontario, Canada First Trust Portfolios Canada Full time

    The Head of Retail Sales is an inspiring leader who manages and oversees retail sales at First Trust Canada. You are responsible for designing plans to meet targets, developing relationships with investment advisors, and evaluating processes. You are a leader who gets excited about developing new sales strategies in a competitive marketplace and will be...

  • Regional Consultant

    3 days ago

    Toronto, Ontario, Canada Russell Investments Full time

    Business Unit:North America Advisor & Intermediary SolutionsJob Description:Location: TorontoThe responsibilities of the individual in this position include:Sales Responsibilities, Call Effectiveness & ActivityThe RC will be responsible for achieving specific sales targets on an annual basis. Targets will typically be broken down to reflect developing new...

  • Regional Consultant

    3 days ago

    Toronto, Ontario, Canada Russell Investments Full time

    Business Unit:North America Advisor & Intermediary SolutionsJob Description:Location: TorontoThe responsibilities of the individual in this position include:Sales Responsibilities, Call Effectiveness & Activity The RC will be responsible for achieving specific sales targets on an annual basis. Targets will typically be broken down to reflect developing new...

  • Regional Associate

    3 days ago

    Toronto, Ontario, Canada Bridgehouse Asset Managers Full time

    _Interested in making a big impact within an experienced sales team targeting Canadian financial advisors? A rewarding growth opportunity is available for a result and action-oriented, go-getter who thrives within a team. _Based out of Western Canada or our Toronto head office, the Regional Associate works both independently, and closely with the Regional...

  • Trust Associate

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 200769Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Trust Officer

    3 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 172351Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeAs a Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best-in-class client...

  • Trust Administrator- Indigenous Trust

    3 days ago

    Toronto, Ontario, Canada CIBC Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Trust Associate

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 200769Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and complexity with the day to management,...

  • Title Advisor Regional and Community Engagement

    3 days ago

    Toronto, Ontario, Canada Independent Electricity System Operator Full time

    INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO) Requisition ID: 19804 Location: Toronto Status: Regular Business Unit: Corporate Relations, Stakeholder Engagement & Innovation Why join us? You've got great skills. And you want to use them in an organization where you know what you do every day matters. We get that. We also know that ensuring...

  • Manager Regional Sales

    3 days ago

    Toronto, Ontario, Canada Fidelity Investments Full time

    Description You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement in the Toronto office. Current work authorization for Canada is required for all openings. *Please note that this opportunity is a12 month contract* At Fidelity, we've been helping Canadian investors build better financial futures for...

  • Associate Trust Officer/trust Officer

    1 month ago

    Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net...

  • HR Advisor

    4 weeks ago

    Toronto, Ontario, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a careerWe support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding.We inspire people to do...

  • Regional Vp, Sales

    3 days ago

    Toronto, Ontario, Canada iA Groupe financier iA Financial Group Full time

    Toronto / Telework / Permanent position / _Occasional_ travel required_The incumbent is responsible for leading the Ontario Sales team dedicated to the independent advisors MGA network (excluding WFG) and his/her mandate is to grow the business in Ontario within the independent advisors MGA network.The Regional VP of Sales for Ontario will have the Ontario...

  • Trust Associate

    3 days ago

    Toronto, Ontario, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1Provides high quality sales and service to personal and non-personal Trust, Estate and Investment Administration clients to deliver an exceptional client experience. Provides technical expertise for all aspects of personal Trust & Estate, and non-personal RCA and Investment Administration account management and...