Trust Specialist
2 weeks ago
**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 Specialist (civil law) | Spécialiste fiduciaire (droit civil)
**What is the Opportunity?**
Assist the Senior/Principal Trust Specialist (civil law) in activities that fulfill the Professional Practice Group’s role of being the centre of technical and legal expertise for Royal Trust and other Canadian Wealth Management businesses on civil law fiduciary matters. Emphasis on addressing legal issues and risks both at the national level and at the account level while balancing client service, operational and administrative capabilities and the protection of Royal Trust’s interest in accordance with the business’ risk profile.
**What will you do?**
- Assist in providing ongoing support (including business-appropriate guidance and suggestions), primarily of a legal and analytical nature to Royal Trust employees across Canada on civil law matters
- Assist the Senior/Principal Trust Specialist (civil law) in making reasoned and informed recommendations to the business relating to estate, trust, and protection mandate/tutorship issues including but not limited to proper disbursements, succession of trustees, disputes and complaints regarding a specific account and all related issues surrounding trust, protection mandate/tutorship and estate accounts.
- Review as required legal documentation related to client specific situations or head office agreements to ensure legal accuracy, adherence to policy and risk management principles and appropriate definition of service.
- Participate in COI strategies nationally, including attending in person meetings with key COIs.
- Provide support to Will and Estate Advisors on civil law, policy and administrative matters for new business opportunities
- Accountable to remain current in the area of estate, trust and incapacity law and to remain current in developments in recent law and communicate those to staff where appropriate, including through educational seminars and changes to policy and procedure.
**What do you need to do to be successful?**
**Must Have**:
- Civil Law degree
- Fluent in French and English, required to communicate with teams located across Canada.
- Exhibits strong analytical skills and problem solving skills
- Strong interpersonal and client service skills
- Excellent time management skills and ability to work under pressure
- Excellent research and writing skills
- Willingness to participate in continued learning
**Nice to Have**
- TEP designation
- Experience in Estate and Trust law (2 years +)
**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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
**Job Summary**
**Address**:
MONTRÉAL, Quebec, Canada
**City**:
CAN-QC-MONTRÉAL
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
Wealth Management
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2023-03-24
**Application Deadline**:
2023-04-14
**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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