Trust Officer

3 weeks ago

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

We are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will be responsible for providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs.

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
  • 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
What We Offer
  • 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
  • A world-class training program in financial services
  • Opportunities to take on progressively greater accountabilities

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