Regional Trust Advisor

RBC; Ottawa; On-site; CAD 67,000 - 110,000; Full time

Benefits offered by this job

Total Rewards Program with bonuses

Coaching and development opportunities

Flexible work/life balance

Opportunities to do challenging work

Stock where applicable

Job summary

RBC Royal Trust seeks a Regional Trust Advisor to promote Royal Trust products within the Canadian Banking segment in Ottawa. You will collaborate with internal stakeholders to meet client needs and build awareness of estate and trust solutions across your territory.

You are a seasoned sales professional, a team player, and will help settle estates, protect legacies, and support communities. A comprehensive rewards program and flexible benefits accompany this role.

Qualifications

• University degree and completion of the Canadian Securities Course (CSC).
• A minimum of 5 years of related experience in the financial services industry and general knowledge of estate and trust related administration.
• A minimum of 5 years of proven sales experience, including funnel management, tools, and tracking.
• Strong written and verbal communication skills.
• Ability to travel within designated region.

Responsibilities

• Collaborate with other Regional Trust Advisors to provide coverage and support to Personal Canadian Banking across your designated territory.
• Promote Royal Trust services to the Personal Canadian Banking segment.
• Partner with Financial Planners and Financial Planners, Investment and Retirement Planning, to build awareness of Royal Trust products and solutions.
• Execute consistent national activities to promote and raise awareness of Royal Trust products and solutions.
• Deepen customer loyalty by bringing the full power of RBC to them.
• Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities.
• Partner successfully with internal and external clients and endeavor to meet and exceed key sales objectives.

Skills

Client Counseling

Customer Needs

Customer Service

Customer Service Management

Group Problem Solving

Long Term Planning

Multi-Level Communication

Product Services

Education

University degree

Canadian Securities Course (CSC)

Job description

Job Description

As Regional Trust Advisor, you will promote RBC Royal Trust products and solutions to the Canadian Banking segment within your marketplace. You will partner with internal stakeholders to help them meet their clients’ needs. You are a seasoned sales professional and a team player, an important skill in this role as success is dependent on working in cooperation with others. By joining 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.

What is the opportunity?

As Regional Trust Advisor, you will promote RBC Royal Trust products and solutions to the Canadian Banking segment within your marketplace. You will partner with internal stakeholders to help them meet their clients’ needs. You are a seasoned sales professional and a team player, an important skill in this role as success is dependent on working in cooperation with others. By joining 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.

What will you do?

• Collaborate with other Regional Trust Advisors to provide coverage and support to Personal Canadian Banking across your designated territory
• Promote Royal Trust services to the Personal Canadian Banking segment
• Partner with Financial Planners and Financial Planners, Investment and Retirement Planning, to build awareness of Royal Trust products and solutions
• Execute consistent national activities to promote and raise awareness of Royal Trust products and solutions
• Deepen customer loyalty by bringing the full power of RBC to them
• Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities
• Partner successfully with internal and external clients and endeavor to meet and exceed key sales objectives

What do you need to succeed?

Must haves:

• University degree and completion of the Canadian Securities Course (CSC)
• A minimum of 5 years of related experience in the financial services industry and general knowledge of estate and trust related administration
• A minimum of 5 years of proven sales experience, including funnel management, tools, and tracking
• Strong written and verbal communication skills
• Ability to travel within designated region

Nice-to-have:

• Financial Planner diploma granted by the IQPF
• TEP (Trust and Estate Practitioner) designation
• Previous experience in the Estate and Trust field
• Experience within the legal field

What’s in it for you?

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 including bonuses and flexible benefits, competitive compensation, commissions, and 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.
• 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.

Job Skills

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

Additional Job Details

Address:

90 SPARKS ST:OTTAWA

City:

Ottawa

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-09-04

Application Deadline:

2026-09-11

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.