Trust Officer

4 weeks ago

Calgary, Alberta, Canada Royal Bank of Canada Full time
Job Summary

As a Trust Officer at Royal Bank of Canada, you will play a critical role in delivering exceptional client experiences by providing comprehensive fiduciary solutions that meet the unique needs and goals of our high net worth clients. You will be responsible for managing and developing strong relationships with existing and prospective clients, as well as centres of influence, to drive business growth and retention.

Key Responsibilities
  • Handle estate, trust, and protection mandate accounts with precision and attention to detail
  • Create customized client experiences by providing superior service and comprehensive fiduciary solutions
  • 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 to meet their unique situation
  • Identify 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
  • 2-4 years of related experience
  • College or Undergraduate degree
  • Completion of the Canadian Securities Course (CSC)
  • Possess or working towards STEP Certification/Designation (nice-to-have)
  • Previous experience or general knowledge of estate and trust related administration (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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
About Us

We are a team committed to helping clients achieve peace of mind now and for the future. 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.

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 and administer estate, trust, and protection mandate...

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 and administer estate, trust, and protection mandate...

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 managing a portfolio of estate and trust accounts.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts with precision and attention to detailDevelop...

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 managing a portfolio of estate and trust accounts.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts with precision and attention to detailDevelop...

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 needs and goals of our clients.Key ResponsibilitiesManage and administer estate, trust, and protection...

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 needs and goals of our clients.Key ResponsibilitiesManage and administer estate, trust, and protection...

  • Trust Officer

    3 weeks ago

    Calgary, Alberta, 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 high net worth clients.Key ResponsibilitiesManage and administer estate, trust, and...

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 comprehensive fiduciary solutions to meet the needs and goals of our clients.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts with precision and...

  • Trust Officer

    4 weeks ago

    Calgary, Alberta, 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 comprehensive fiduciary solutions to meet the needs and goals of our clients.Key ResponsibilitiesHandle estate, trust, and protection mandate accounts with precision and...

  • Trust Officer

    3 weeks ago

    Calgary, Alberta, 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 managing a portfolio of estate and trust accounts. You will work closely with clients to understand their needs and goals, and develop customized solutions to meet their...

  • Trust Officer

    3 weeks ago

    Calgary, Alberta, Canada Royal Bank of Canada Full time

    Job SummaryAs a Trust Officer at Royal Bank of Canada, you will have the opportunity to create a positive client experience by providing exceptional service and a comprehensive range of estate and trust solutions that meet client needs.Key ResponsibilitiesIdentify and develop business opportunities to grow the estate and trust businessProvide superior...

  • Office Coordinator

    1 month ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job Title: Office ClerkWe are seeking a highly organized and detail-oriented Office Clerk to join our team at Dollar Trust. As an Office Clerk, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key Responsibilities:Administrative Tasks: Type and proofread correspondence, forms, and other...

  • Office Coordinator

    4 weeks ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job Title: Office ClerkWe are seeking a highly organized and detail-oriented Office Clerk to join our team at Dollar Trust. As an Office Clerk, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key Responsibilities:Administrative Tasks: Type and proofread correspondence, forms, and other...

  • Office Coordinator

    4 weeks ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job Title: Office ClerkWe are seeking a highly organized and detail-oriented Office Clerk to join our team at Dollar Trust. As an Office Clerk, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key Responsibilities:Administrative Tasks: Type and proofread correspondence, forms, and other...

  • Office Administrator

    3 weeks ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job Title: Office ClerkWe are seeking a detail-oriented and organized Office Clerk to join our team at Dollar Trust. As an Office Clerk, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key Responsibilities:Administrative Tasks: Type and proofread correspondence, forms, and other...

  • Office Administrator

    3 weeks ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job Title: Office ClerkWe are seeking a detail-oriented and organized Office Clerk to join our team at Dollar Trust. As an Office Clerk, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key Responsibilities:Administrative Tasks: Type and proofread correspondence, forms, and other...

  • Office Support Specialist

    2 weeks ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Office Support Specialist to join our team at Dollar Trust. As an Office Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring the smooth day-to-day functioning of our business.Key ResponsibilitiesAdministrative Tasks: Type and...

  • Office Support Specialist

    1 month ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job Title: Office ClerkWe are seeking a detail-oriented and organized Office Clerk to join our team at Dollar Trust. As an Office Clerk, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key Responsibilities:Administrative Tasks: Type and proofread correspondence, forms, and other...

  • Office Support Specialist

    1 month ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Job Title: Office ClerkWe are seeking a detail-oriented and organized Office Clerk to join our team at Dollar Trust. As an Office Clerk, you will be responsible for providing administrative support to our staff and ensuring the smooth operation of our office.Key Responsibilities:Administrative Tasks: Type and proofread correspondence, forms, and other...

  • Office Support Specialist

    2 weeks ago

    Calgary, Alberta, Canada Dollar Trust Full time

    Dollar Trust is seeking a highly organized and detail-oriented Office Support Specialist to join our team. As an Office Support Specialist, you will be responsible for providing administrative support to our staff, ensuring the smooth day-to-day operations of our office. Your key responsibilities will include:Key Responsibilities:Administrative Tasks: You...