Trust Officer

2 weeks ago

Montreal, Quebec, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and delivering a complete range of estate and trust solutions that meet the needs of our clients.

Key Responsibilities
  • Handle estate, trust, and protection mandate accounts with precision and attention to detail.
  • Create a positive client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients.
  • 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 unique situation.
  • Identify any 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
  • Specialized knowledge of the provisions of the Civil Code of Québec related to estates and trusts.
  • Demonstrated ability in managing complex family dynamics, the grieving process, and dealing with conflict.
  • Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions.
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
  • Possess or working towards Trust and Estate Practitioner (TEP) designation.
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, work in a dynamic, collaborative, progressive, and high-performing team, and participate in a world-class training program in financial services. Opportunities to take on progressively greater accountabilities are also available.

  • Trust Administrator

    1 month ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    1 week ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job Opportunity:We are seeking a skilled Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a vital role in providing timely and accurate support to our valued clients in respect to all aspects of trust administration.Key Responsibilities:Assist Officers in all administrative functionsEnsure all account...

  • Trust Administrator

    2 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job Opportunity:We are seeking a skilled Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing timely and accurate support to our valued clients in respect to all aspects of trust administration.Key Responsibilities:Assist Officers in all administrative functionsEnsure all...

  • Trust Administrator

    1 month ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    3 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    4 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    4 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    3 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job DescriptionWe are seeking a highly skilled and detail-oriented Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will play a critical role in providing exceptional client service and ensuring the smooth administration of trust accounts.Key Responsibilities:Assist Officers in all administrative functions,...

  • Trust Administrator

    2 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job SummaryWe are seeking a skilled Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will be responsible for providing timely and accurate support to our valued clients in respect to all aspects of trust administration.Key ResponsibilitiesAssist Officers in all administrative functionsEnsure all account...

  • Trust Administrator

    2 weeks ago

    Montreal, Quebec, Canada The Royal Trust Company Full time

    Job SummaryWe are seeking a highly skilled Trust Administrator to join our team at The Royal Trust Company. As a Trust Administrator, you will be responsible for providing timely and accurate support to our valued clients in respect to all aspects of trust administration.Key ResponsibilitiesAssist Officers in all administrative functionsEnsure all account...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and managing complex estate and trust relationships.Key ResponsibilitiesManage and administer estate, trust, and protection mandate accountsDevelop and implement...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and managing complex estate and trust relationships.Key ResponsibilitiesManage and administer estate, trust, and protection mandate accountsDevelop and implement...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and delivering comprehensive fiduciary solutions that meet the unique needs of our clients.Key ResponsibilitiesManage estate, trust, and protection mandate accounts with...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will play a critical role in providing exceptional client service and delivering comprehensive fiduciary solutions that meet the unique needs of our clients.Key ResponsibilitiesManage estate, trust, and protection mandate accounts with...

  • Trust Officer

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will deliver exceptional client experiences by providing a comprehensive range of estate and trust solutions that meet client needs.Key ResponsibilitiesIdentify and develop business opportunities to achieve business results in partnership with the team.Provide superior service and support to clients,...

  • Trust Officer

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will deliver exceptional client experiences by providing a comprehensive range of estate and trust solutions that meet client needs.Key ResponsibilitiesIdentify and develop business opportunities to achieve business results in partnership with the team.Provide superior service and support to clients,...

  • Trust Officer

    7 hours ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will be responsible for delivering exceptional client experiences by providing comprehensive estate and trust solutions. This role requires a strong understanding of complex family dynamics, conflict resolution, and communication skills to effectively manage client relationships.Key...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will be responsible for providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs.Key ResponsibilitiesHandle estate, trust, and protection mandate accountsCreate an...

  • Trust Officer

    3 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at Royal Bank of Canada. As a Trust Officer, you will be responsible for providing exceptional client service and delivering a complete range of estate and trust solutions that meet client needs.Key ResponsibilitiesHandle estate, trust, and protection mandate accountsCreate an...

  • Trust Officer Associate

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the Role:The Associate Trust Officer is responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate policy and procedure, the operating document, client needs and current legislation.Key Responsibilities:Provide personalized...