Senior Trust Officer
About The Position
As Senior Trust Officer, RBC Royal Trust, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet clients’ 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. You will also act as the local resource for the Ultra High Net Worth (UHNW) client segment in order to maximize opportunities for E&T. 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.
Requirements
- A minimum of 3 years in a similar role
- Canadian Securities Course
- University Degree or equivalent
- Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust and taxation issues, including economic conditions
- Ability to travel within area
- A strong knowledge of Estate and Trust Administration and Service Requirements
- A strong knowledge of Estate and Trust Services and Products
Nice To Haves
- Trust and Estate Practitioner (TEP) designation
- Personal Financial Planner (PFP) designation
Responsibilities
- Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals
- Develop proactive client contact strategies for each client to ensure broadening of the client relationship to the next generation and with RBC Wealth Management and RBC Group of Companies through ongoing client discovery
- 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 to the client and client’s professional advisor
- Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
- Responsible for overall client relationship management and administration for trust, power of attorney for property, guardianship and agency accounts and is the representative of the client portfolio.
- Assist in ensuring employees within team are able to achieve their potential through effective coaching, mentoring, communication and training and development activities to meet client needs. Be part of a mentorship program to help employees discover and develop their career paths
- Deliver quality advice and service to clients by keeping current on product, industry, investment, tax, and legislative developments
Benefits
- bonuses
- flexible benefits
- competitive compensation
- commissions
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
