See more Collapse

Royal Trust Advisor

1 month 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.

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.


We have other current jobs related to this field that you can find below

  • Trust Officer

    1 week ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **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...

  • Trust Officer

    3 weeks ago


    Edmonton, 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...

  • Medical Advisor

    5 days ago


    Edmonton, Alberta, Canada Trust Home Comfort Ltd. Full time $100,000

    Trust Home Comfort in Edmonton, Alberta is seeking a high-energy, results-driven person to join us as a full-time HVAC Comfort Advisor - Sales Rep . This is an excellent entry-level opportunity for an outgoing people person with an interest in the HVAC trade to make new connections while traveling around Edmonton and the surrounding areas. The best part? If...


  • Edmonton, Canada Trust Home Comfort Ltd. Full time

    Trust Home Comfort in Edmonton, Alberta is seeking a high-energy, results-driven person to join us as a full-time HVAC Comfort Advisor - Sales Rep. This is an excellent entry-level opportunity for an outgoing people person with an interest in the HVAC trade to make new connections while traveling around Edmonton and the surrounding areas.The best part? If...

  • HVAC Sales Consultant

    3 weeks ago


    Edmonton, Canada Trust Home Comfort Ltd. Full time

    Calling all driven problem solvers! Trust Home Comfort in Edmonton, Alberta is seeking a communicative customer service master to join us as a full-time HVAC Sales Consultant - Comfort Advisor. Do you want to develop a challenging yet fulfilling and lucrative career? Would you like to work with a company that values you? Then this could be the job for...

  • HVAC Sales Consultant

    4 weeks ago


    Edmonton, Canada Trust Home Comfort Ltd. Full time

    Calling all driven problem solvers! Trust Home Comfort in Edmonton, Alberta is seeking a communicative customer service master to join us as a full-time HVAC Sales Consultant - Comfort Advisor. Do you want to develop a challenging yet fulfilling and lucrative career? Would you like to work with a company that values you? Then this could be the job for...

  • Financial Advisor

    2 months ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **Financial Advisor** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...


  • Edmonton, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Trust **builds dynamic and...

  • Financial Advisor

    3 weeks ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **Financial Advisor** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...

  • Financial Advisor

    2 weeks ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **Financial Advisor** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help...

  • Trust Associate

    2 weeks ago


    Edmonton, Canada Scotiabank Full time

    Requisition ID: 195502 Join 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 Associate

    1 day ago


    Edmonton, Canada Scotiabank Full time

    **Requisition ID**: 181915 Join 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,...

  • Financial Advisor

    4 days ago


    Edmonton, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryFinancial AdvisorWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their...

  • Sales Account Manager

    2 months ago


    Edmonton, Canada Extended Trust Full time

    **Company Overview**: Join our innovative team at Extended Trust, a leading provider of automotive retention solutions for dealerships nationwide. At Extended Trust, we specialize in creating comprehensive program plans that cover vehicle interior and exterior protection, offering peace of mind to both dealerships and their customers. With a commitment to...

  • Sales Consultant

    3 weeks ago


    Edmonton, Canada Extended Trust Full time

    **Company Overview**: Join our innovative team at Extended Trust, a leading provider of automotive retention solutions for dealerships nationwide. At Extended Trust, we specialize in creating comprehensive program plans that cover vehicle interior and exterior protection, offering peace of mind to both dealerships and their customers. With a commitment to...


  • Edmonton, Canada Scotiabank Full time

    **Requisition ID**: 177765 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Come join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer's primary responsibility is to lead the client relationship and administration activities for...


  • Edmonton, Alberta, Canada TD Bank Full time

    395289BRWealth ManagementEdmonton, ABJanuary 11, 2023Company OverviewDepartment OverviewTD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Private Trust builds dynamic and long-lasting relationships with high net...


  • Edmonton, Canada Homeward Trust Edmonton Full time

    **About Us** Homeward Trust Edmonton (HTE) is a not-for-profit organization charged with ending homelessness in Edmonton. Our efforts are guided by community needs and priorities as outlined in A Place to Call Home: Edmonton’s Plan to Prevent and End Homelessness. Homeward Trust has a dynamic work environment, filled with high-energy, dedicated, and...

  • Client Advisor

    2 weeks ago


    Edmonton, Canada Royal Bank of Canada Full time

    **Job Summary** **Client Advisor** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...


  • Edmonton, Canada Homeward Trust Edmonton Full time

    **About Us** Homeward Trust Edmonton (HTE) is a not-for-profit organization charged with ending homelessness in Edmonton. Our efforts are guided by community needs and priorities as outlined in A Place to Call Home: Edmonton’s Plan to Prevent and End Homelessness. Homeward Trust has a dynamic work environment, filled with high-energy, dedicated, and...