Trust Officer

RBC•Montreal, QC

2d•Onsite

About The Position

As a Trust Officer, 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.

Requirements

Specialized knowledge of the provisions of the Civil Code of Québec related to estates and 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
Possess or working towards Trust and Estate Practitioner (TEP) designation

Nice To Haves

Canadian Securities Course (CSC)
General knowledge of RBC products and services
Solid foundation in values-based selling

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
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