Estate and Trust Advisor

RBC • Calgary, AB

17d

About The Position

What is the opportunity? As the Estate and Trust Advisor, you are a seasoned sales professional who will promote RBC Royal Trust Services capabilities and product awareness to the RBC Canadian Banking and RBC Wealth Management segment within your marketplace by assisting partners in identifying potential opportunities and partnering with them to meet their client needs. You will be a mobile professional and will support the Alberta region. What will you do? Use a collaborative partnership approach with other Estate and Trust Advisor’s to provide coverage and support to Canadian Banking and select Wealth Management offices across Atlantic Canada. You will promote Estate and Trust (E&T) Services to the RBC Personal & Canadian Banking and RBC Wealth Management segment. You will partner with Financial Planners, IRPs (Investment Retirement Planners) and RBC Dominion Securities Investment Advisors to build awareness of Royal Trust products and services. You will be responsible for executing nationally consistent activities to promote and raise awareness of Royal Trust services and products Deepen customer loyalty while leveraging full RBC Financial Group capabilities. By following due diligence, you will ensure all RBC policies are adhered to in your interactions Using your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key sales objectives What do you need to succeed?

Requirements

• University Degree or equivalent
• 5 years + related experience in the financial services industry
• TEP, (Trust and Estates Practitioner ), PFP (Personal Financial Planner) or Law Degree
• A minimum of 5 years proven sales experience, including funnel management, tools and tracking
• General knowledge of trust and estate related administration
• Ability to travel within Region
• Ability to work towards successful completion of the Certified Executor Advisor
• Written and verbal communication skills in English

Nice To Haves

• CFP (Certified Financial Planner)
• Canadian Securities Course completion
• Previous experience in the Estate and Trust field
• Experience within legal field

Responsibilities

• Use a collaborative partnership approach with other Estate and Trust Advisor’s to provide coverage and support to Canadian Banking and select Wealth Management offices across Atlantic Canada.
• Promote Estate and Trust (E&T) Services to the RBC Personal & Canadian Banking and RBC Wealth Management segment.
• Partner with Financial Planners, IRPs (Investment Retirement Planners) and RBC Dominion Securities Investment Advisors to build awareness of Royal Trust products and services.
• Be responsible for executing nationally consistent activities to promote and raise awareness of Royal Trust services and products
• Deepen customer loyalty while leveraging full RBC Financial Group capabilities.
• Follow due diligence to ensure all RBC policies are adhered to in your interactions
• Partner successfully with internal and external clients to endeavor to meet and exceed key sales objectives

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
• 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 and high level of autonomy
• Financial strength and strong brand
• Dynamic and cultural team environment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level