Trust Consultant

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The Trust Consultant will be responsible for driving the positioning and sales of professional trustee services and charitable solutions within an assigned territory by working with financial advisors to cultivate new trust opportunities using a menu of trustee and charitable partners. This position serves as the local subject‑matter expert to answer general questions on trust planning and administration.

• Positioning trustee and philanthropic services within the wealth planning framework as an essential planning consideration.
• Prospecting for new trusts with FAs using seminars, presentations, networking, one‑on‑one consultations, trust and book of business reviews.
• Providing FAs support in identifying potential trust clients through the use of dashboards, opportunity reports and ideal/targeted client discussions.
• Acting as a liaison between our trust partners and the advisors.
• Serving as the subject‑matter expert in client meetings while coaching and modeling an ideal wealth‑planning client experience.
• Providing guidance to advisors and their clients on the technical aspects of established trusts.
• Recruiting and onboarding new advisors’ established trust businesses.
• Educating and coaching RBC Wealth Management’s FA, Client Strategies Team and other product and support teams on trust and giving strategies and opportunities.

• Minimum of 10 years in the financial services industry with specific personal trust expertise.
• Understanding of planning concepts, including expertise in estate planning.
• Excellent understanding of the financial services industry and branch office/financial advisor responsibilities.
• Minimum of a four‑year college degree.
• Strong oral and written communication skills, including proven presentation development and delivery skills.
• Strong customer‑service perspective, style and an understanding of relationship selling.
• Proficiency with Microsoft Excel, Word, PowerPoint, Sales Force and Outlook.
• Ability to travel a minimum of 35% of the time. Coverage includes branches in over 10 states.

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 that includes competitive compensation and flexible benefits, such as a 401(k) program with company‑matching contributions, health, dental, vision, life, disability insurance, and paid‑time off.
• 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 build close relationships with clients.

The expected salary range for this position is $94,000–$165,000, depending on your experience, skills, and registration status, market conditions, and business needs.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and play a critical role in attracting, engaging, and retaining talent that drives RBC’s high‑performance culture, enables collective achievement of our strategic goals, and generates sustainable shareholder returns and above‑market shareholder value.

• Client Counseling
• Customer Needs
• Customer Service
• Customer Service Management
• Group Problem Solving
• Long Term Planning
• Multi‑Level Communication
• Product Services

Address: 111 SOUTH WACKER DRIVE, SUITE 3200, CHICAGO

City: Chicago

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date:

Final date to receive applications: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

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.