Trust Advisor, Indigenous Wealth

2 weeks ago

Winnipeg, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Trust Advisor, Indigenous Wealth

**What is the opportunity?**

As Trust Advisor, Indigenous Wealth, you will act as a key member of the team to achieve business results by identifying, attracting, growing and retaining Indigenous 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.

**What will you do?**
- Create exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals.
- 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.

**What do you need to succeed?**

**Must Have**
- Minimum 3 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.
- Understanding of values based selling, sales process (funnel management), tools and tracking
- 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
- University Degree
- 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 Summary**

**Address**:
WINNIPEG, Manitoba, Canada

**City**:
CAN-AB-CALGARY, CAN-MB-WINNIPEG

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-07-17

**Application Deadline**:
2023-08-12

**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.

**Join our Talent Community**

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