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Trust Officer

2 months ago

Montreal, Quebec, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

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 (HNW) portfolio of clients. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence. This opportunity is a one-year contract with full-time hours.

Key Responsibilities

  • Handle estate, trust, and protection mandate accounts
  • Create an exceptional 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

Must-have

  • 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

Nice-to-have

  • Canadian Securities Course (CSC)
  • General knowledge of RBC products and services
  • Solid foundation in values-based selling

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.

  • 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 build close relationships with clients