Regional Trust Advisor (Southwestern Ontario Region)

Royal Bank of Canada>; Windsor; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in financial services is seeking a Regional Trust Advisor. This role emphasizes promoting RBC Royal Trust solutions, collaborating with various internal stakeholders, and requires strong sales skills and industry experience. You'll be integral in enhancing client relationships and promoting trust services across Southwestern Ontario.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Commissions and stock options

Work in a dynamic team environment

Opportunities for professional development

Qualifications

• Minimum 5 years of experience in the financial services industry.
• Proven sales experience, including funnel management.
• Strong written and verbal communication skills.

Responsibilities

• Promote RBC Royal Trust products to the Canadian Banking segment.
• Collaborate with Regional Trust Advisors to provide coverage.
• Partner with Financial Planners to build awareness of products.

Skills

Client Counseling

Customer Needs

Customer Service

Customer Service Management

Group Problem Solving

Long Term Planning

Multi-Level Communication

Product Services

Education

University degree

Completion of the Canadian Securities Course (CSC)

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.

This position will be responsible for servicing the Windsor, London, Kitchener and Hamilton cities within the region of Southwestern Ontario.

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-have

• 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
• 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
• Work in a dynamic, collaborative, progressive, and high-performing team
• Financial strength and strong brand

WMRT

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 :

70 KING ST W : HAMILTON

City : HAMILTON

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Posted Date : 2025-04-02

Application Deadline :

2025-06-30

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

I nclusion and Equal Opportunity Employment

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.

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