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Regional Trust Specialist

2 months ago

Toronto, Ontario, Canada Royal Bank of Canada Full time

About the Role

We are seeking a seasoned sales professional to join our team as a Regional Trust Advisor. As a key member of our team, you will play a critical role in promoting RBC Royal Trust products and solutions to the Canadian Banking segment within your designated territory.

Key Responsibilities

  • Collaborate with other Regional Trust Advisors to provide coverage and support to Personal Canadian Banking across your designated territory
  • Promote Royal Trust services to the Personal Canadian Banking segment
  • Partner with Financial Planners and Financial Planners, Investment and Retirement Planning, to build awareness of Royal Trust products and solutions
  • Execute consistent national activities to promote and raise awareness of Royal Trust products and solutions
  • Deepen customer loyalty by bringing the full power of RBC to them
  • Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities
  • Partner successfully with internal and external clients and endeavor to meet and exceed key sales objectives

Requirements

  • University degree and completion of the Canadian Securities Course (CSC)
  • A minimum of 5 years of related experience in the financial services industry and general knowledge of estate and trust related administration
  • A minimum of 5 years of proven sales experience, including funnel management, tools, and tracking
  • Strong written and verbal communication skills
  • Ability to travel within designated region

Preferred Qualifications

  • Financial Planner diploma granted by the IQPF
  • TEP designation
  • Previous experience in the Estate and Trust field
  • Experience within the legal field

What We Offer

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Financial strength and strong brand