Royal Trust Advisor

3 weeks ago

Edmonton, Canada Royal Bank of Canada Full time

Job Summary

Job Description What is the opportunity?
As a Royal Trust Advisor, you will promote RBC Royal Trust products and solutions to RBC partners within your marketplace. You will work together with internal stakeholders to help them meet their clients’ needs. You are a seasoned sales professional as well as a team player, which is an important skill in this role as success is dependent on working in co-operation with others.

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?
Promote RBC Royal Trust products and solutions to RBC partners
Execute consistent national activities to promote and raise awareness of RBC Royal Trust products and solutions
Deepen customer loyalty while leveraging full RBC Group of Companies’ capabilities
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 Work closely with regional teams to ensure a seamless client experience
What do you need to succeed? Must Have
College or Undergraduate degree
4-7 years of related experience in the financial services industry and/or sales, including funnel management, tools and tracking
Possess or working towards the Certified Executor Advisor designation
Ability to travel within region and reside in Edmonton and/or the surrounding area.
Nice to Have
Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
Successful completion of the Canadian Securities Course (CSC)
Possess or working towards STEP Certification/Designation
Previous experience or general knowledge of estate and trust related administration
What’s in it for you?
We thrive on the challenge to be our best, progressively 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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities

WMRT

Job Skills Consulting, Customer Needs, Customer Service, Customer Service Management, Long Term Planning, Multi-Level Communication, Perseverance and Follow-Through, Product Knowledge, Product Services, Sales Activities

Additional Job Details
**Address**: 10111 104 AVE NW: EDMONTON
**City**: EDMONTON
**Country**: Canada
**Work hours/week**: 37.5
**Employment Type**: Full time
**Platform**: Wealth Management

**Job Type**: Regular
**Pay Type**: Salaried
**Posted Date**: 2024-02-27
**Application Deadline**: 2024-03-30

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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