Trust Advisor
5 days ago
**What is the opportunity?**:
As **Trust Advisor**, Indigenous Wealth, you will act as a key member of the team to achieve business results by identifying, attracting, growing and retaining Indigenous Wealth clients within a specific region.
You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies and procedures. You will act as the regional expert, providing guidance to existing and prospective clients and their advisors, and by sharing best practices with your partners and team.
**What will you do?**:
- Ensure trust administration is carried out in accordance with the terms of governing documents, trust law, relevant legislation and relevant policy and department objectives, while taking into account client needs.
- Develop and deliver on a business plan and approach within market to attract new business.
- Ensure strategic objectives are known, reviewed often, and that service is customized to each client’s unique needs and circumstances.
- Demonstrate a commitment to taking ownership and accountability in managing client requests.
- Responsible for the management of a team of administrative professionals.
**What do you need to succeed?**:
**Must Have**:
- Minimum 3-5 years’ experience in financial services or related industry
- Post-secondary degree/diploma or relevant experience
- Knowledge of trust services, and dedication to staying abreast of trust policy, developments, and related issues.
- Successful completion of (or willing to complete) the Canadian Securities Course
- Based in Winnipeg and open to occasional travel
**Nice to Have**:
- Previous experience working with Indigenous communities and/or matters
- Previous experience in trust administration
- Previous experience in investment industry
- Trust and Estate Practitioner ( TEP) designation
- NATOA Trustee Training - Level One
**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 which include competitive compensation and flexible benefits
- 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 building close relationships with clients
**Job Skills**
**Additional Job Details**
**Address**:
220 PORTAGE AVE:WINNIPEG
**City**:
Winnipeg
**Country**:
Canada
**Work hours/week**:
37.5
**Employment Type**:
Full time
**Platform**:
WEALTH MANAGEMENT
**Job Type**:
Regular
**Pay Type**:
Salaried
**Posted Date**:
2025-10-08
**Application Deadline**:
2025-10-31
**I**nclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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