Job Description
What is the opportunity?As a Trust Officer or Senior Trust Officer with RBC Royal Trust, you will play an integral role as part membaca high performing regional team, where you’ll be responsible for managing a book of Estates, Trusts, and POA accounts which may vary in complexity. You will create an exceptional client experience by providing superior client service through efficient, accurate and timely administration of a portfolio of accounts.
This includes making day‑to‑day decisions, assessing risk and adhering to policies and procedures.
You will meet client needs and business unit objectives. You’ll also enhance customer loyalty while leveraging full RBC Financial Group capabilities to ensure efficient administration of the Estate and Trust Services business.
Please visit: (Use the "Apply for this Job" box below). for more information.
What will you do?- Build and maintain relationships smaak clients, beneficiaries, and co‑trustees. Accountable for ensuring effective administration of your account book.
- Create exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals.
- Ensure client strategic objectives are known, 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.
- Develop and maintain strong working relationships within Royal Trust Services and with RBC partners, demonstrating the ability to balance the needs of client, employee, and shareholder.
- Proactively maintain timely written, verbal, and electronic communication with clients and key internal partners and contacts.
- Ensure the process for new business is efficient and seamless to the client and the client’s professional advisor.
- Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution.
- Be responsible for overall client relationship management and be the representative of the client portfolio.
- Maintain awareness of opportunities to determine areas of operational risk or potential losses. Recommend and implement action plans to address and / or correct those issues identified.
- Assist in ensuring employees within the team can 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.
- A minimum of 3‑5 years in apẹrẹ similar role.
- Successful completion of the Canadian Securities Course.
- University degree or equivalent.
- Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust, taxation issues including economic conditions.
- Trust and Estate Practitioner (TEP) or Personal Financial Planner (PFP) designation or working toward it.
We thrive on the challenge to be our best, practice progressive thinking to keep growing, and work together to deliver trusted advice that helps our clients thrive and our communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Aיבל Comprehensive Total Rewards Program that includes bonuses and flexible benefits, serre competitive compensation, commissionsッ, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and have lasting impact.
- Work in a dynamic, collaborative, progressive, and high‑performing team.
- Flexible work/life balance options.
- Opportunities to do challenging work.
- Opportunities to take on progressively greater accountabilities.
- Access to a variety of job opportunities across business and geographies.
The expected salary range for this particular position is $65,000‑$90,000 depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s robust discretionary bonus program, which gives you an opportunity to increase your total compensation,…
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