Trust Officer

6 days ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

As a Trust Officer at Royal Bank of Canada, you will play a critical role in delivering exceptional client experiences by providing comprehensive estate and trust solutions that meet the unique needs of our high net worth clients. You will be responsible for identifying, growing, and retaining a long-term profitable portfolio of clients, leveraging cross-selling opportunities to manage and develop strong relationships with existing and prospective clients and centres of influence.

Key Responsibilities
  • Handle estate, trust, and protection mandate accounts with precision and attention to detail.
  • Create a personalized client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients.
  • Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management.
  • Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the client's unique situation.
  • Identify any referral opportunities to appropriate professionals across the RBC network.
  • Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors.
  • Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution.
  • Responsible for overall client relationship management and acting as the representative of the client portfolio.
  • Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities.
Requirements
  • Specialized knowledge of the provisions of the Civil Code of Québec related to estates and trusts.
  • Demonstrated ability in managing complex family dynamics, the grieving process, and dealing with conflict.
  • Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions.
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
  • Possess or working towards Trust and Estate Practitioner (TEP) designation.
Preferred Qualifications
  • Canadian Securities Course (CSC).
  • General knowledge of RBC products and services.
  • Solid foundation in values-based selling.
About the Role

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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