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Regional Trust Advisor

5 months ago

Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

**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**:
2024-08-09

**Application Deadline**:
2024-09-20

**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.

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