Associate Trust Officer

RBC • Montreal, QC

4d • Onsite

About The Position

As an Associate Trust Officer, you will work towards achieving the Trust Officer designation. You will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth (HNW) portfolio of clients. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence. By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future. This opportunity is a one-year contract with full-time hours.

Requirements

• Knowledge of the provisions of the Civil Code of Québec related to 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
• Knowledge of trust administration and tax rules and planning opportunities

Nice To Haves

• Canadian Securities Course (CSC)
• General knowledge of RBC products and services
• Solid foundation in values-based selling
• CSI and/or STEP Canada Estate and Trust related courses

Responsibilities

• Handle estate, trust, and protection mandate accounts
• Create an exceptional 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

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
• A world-class training program in financial services
• Opportunities to take on progressively greater accountabilities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed