Senior Trust Advisor, Indigenous Wealth

3 weeks ago

Calgary, Alberta, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As a Senior Trust Advisor for Indigenous Wealth Management, you will play a key role in identifying, attracting, growing, and retaining Indigenous Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies and procedures.

You will act as the regional expert, providing guidance to existing and prospective clients and their advisors, and by sharing best practices with your partners and team.

Please note: We are accepting candidates in various regions

What will you do?

  • Ensure trust administration is carried out in accordance with the terms of governing documents, trust law, relevant legislation, and relevant policy and department objectives, while taking into account client needs.
  • Develop and deliver on a business plan and approach within the market to attract new business.
  • Ensure strategic objectives are known, reviewed often, and that service is customized to each client's unique needs and circumstances.
  • Demonstrate a commitment to taking ownership and accountability in managing client requests.
  • Responsible for the management of a team of administrative professionals.

What do you need to succeed?

Must Have

  • Minimum 5 years' experience in financial services or related industry
  • Post-secondary degree/diploma or relevant experience
  • Knowledge of trust services, and dedication to staying abreast of trust policy, developments, and related issues.
  • Successful completion of (or willing to complete) the Canadian Securities Course

Nice to Have

  • Previous experience working with Indigenous communities and/or matters
  • Previous experience in trust administration
  • Previous experience working with complex legal documents; law degree an asset
  • Previous experience in investment industry
  • Trust and Estate Practitioner (TEP) designation
  • NATOA Trustee Training – Level One

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
  • Challenging work
  • Variety of assignments
  • Financial strength and a strong brand

The expected salary range for the above position is $70,000 - $105,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

Royal Bank of Canada's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging, and retaining talent that:

  • Drives Royal Bank of Canada's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Job Type:

Full time

Platform:

WEALTH MANAGEMENT

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At Royal Bank of Canada, 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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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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