Senior Trust Officer

3 weeks ago

Winnipeg, Manitoba, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

As a Senior Trust Officer at RBC Royal Trust, you will provide exceptional client service and a comprehensive range of estate and trust solutions that meet clients' 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. You will also act as the local resource for the Ultra High Net Worth (UHNW) client segment to maximize opportunities for Estate and Trust (E&T) services.

By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence. You will create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs and goals.

By joining RBC Royal Trust, you will have a direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future.

What will you do?

  • Create proactive client contact strategies for each client to ensure broadening of the client relationship to the next generation and with RBC Wealth Management and RBC Group of Companies through ongoing client discovery.
  • 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 to the client and client's professional advisor.
  • Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution.
  • Responsible for overall client relationship management and administration for trust, power of attorney for property, guardianship, and agency accounts and is the representative of the client portfolio.
  • Assist in ensuring employees within the team are able to achieve their potential through effective coaching, mentoring, communication, and training and development activities to meet client needs.
  • Deliver quality advice and service to clients by keeping current on product, industry, investment, tax, and legislative developments.

What do you need to succeed?

Must Have

  • A minimum of 3 years in a similar role.
  • Canadian Securities Course.
  • University Degree or equivalent.
  • Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions.
  • Ability to travel within the area.
  • A strong knowledge of Estate and Trust Administration and Service Requirements.
  • A strong knowledge of Estate and Trust Services and Products.

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.
  • Opportunities to do challenging work.
  • Opportunities to take on progressively greater accountabilities.

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