Estate Trust Specialist

2 weeks ago


Toronto, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly skilled Estate Trust Specialist to join our team. In this role, you will be responsible for providing exceptional client service and comprehensive fiduciary solutions that meet the needs and goals of clients.

Key Responsibilities
  • Handle estate, trust, and protection mandate accounts
  • Create proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
  • Develop and implement customized client action plans to achieve strategic objectives
  • Identify referral opportunities to appropriate professionals across the RBC network
  • Ensure efficient and seamless processes for obtaining new business
Requirements
  • 2-4 years of related experience in estate and trust administration
  • College or Undergraduate degree in a relevant field
  • Canadian Securities Course (CSC) certification
  • Possess or working towards STEP Certification/Designation (nice-to-have)
What We Offer
  • 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
Location

RBC Centre, Toronto, Canada



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