Trust Officer
24 hours ago
Job Summary
Job Description
What 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 worth (HNW) portfolio of clients. 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.
What will you do?
Handle estate, trust, and protection mandate accounts
Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the clients unique situation
Identify any referral opportunities to appropriate professionals across the RBC network
Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors
Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
Responsible for overall client relationship management and acting as the representative of the client portfolio
Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities
What do you need to succeed?
Must-have
2 to 4 years of related experience
College or Undergraduate degree
Completion of the Canadian Securities Course (CSC)
Nice-to-have
Possess or working towards STEP Certification/Designation
Previous experience or general knowledge of estate and trust related administration
Whats 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
WMRT
Job Skills
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:
2024-11-26 Application Deadline:
2025-01-06 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion 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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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 jobs.rbc.com.
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