Trust Officer

1 month ago

Edmonton, Alberta, 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 client needs. You will work closely with the team to identify, grow, and retain a long-term profitable high net worth (HNW) 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 tailored to the client's unique situation.
  • 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 needs.
  • Identify 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
  • 2-4 years of related experience in estate and trust administration.
  • College or Undergraduate degree.
  • Completion of the Canadian Securities Course (CSC).
  • Possess or working towards STEP Certification/Designation (nice-to-have).
What's in it for you?

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities. You will have the ability to make a difference and lasting impact, working in a dynamic, collaborative, progressive, and high-performing team. We provide opportunities to do challenging work and take on progressively greater accountabilities.

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