Trust Advisory Position

1 week ago

Calgary, Alberta, Canada Royal Trust Corporation of Canada Full time

Key Responsibilities

As a Trust Advisor with Royal Trust Corporation of Canada, you will be responsible for identifying, attracting, growing, and retaining 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.

Key Accountabilities

  • 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.

Requirements

  • 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.

Preferred Qualifications

  • Previous experience working with Indigenous communities and/or matters.
  • Previous experience in trust administration.
  • Previous experience in the investment industry.
  • Trust and Estate Practitioner (TEP) designation.
  • NATOA Trustee Training – Level One.

About Us

We are a progressive organization that values collaboration, innovation, and growth. We strive to deliver trusted advice to help our clients thrive and communities prosper. Our comprehensive Total Rewards Program includes bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.

Why Join Us

  • A dynamic, collaborative, and high-performing team.
  • Challenging work.
  • Variety of assignments.
  • Financial strength and a strong brand.

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