Regional Trust Advisor (Southwestern Ontario Region)

RBC; Windsor; On-site; CAD 70,000 - 100,000; Full time

Job summary

RBC is seeking a Regional Trust Advisor to enhance client relationships and promote trust services within Southwestern Ontario. The role requires a university degree, extensive experience in financial services, and strong sales capabilities, offering a competitive salary and comprehensive benefits. Join RBC to make a meaningful impact while advancing your career in a collaborative team environment.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible benefits and competitive compensation

Work in a dynamic and collaborative team

Qualifications

• Minimum 5 years related experience in financial services.
• Proven sales experience with tools and tracking.
• Strong written and verbal communication skills.

Responsibilities

• Promote RBC Royal Trust products to the Canadian Banking segment.
• Collaborate with Regional Trust Advisors for support.
• Ensure adherence to RBC policies in interactions.

Skills

Client Counseling

Customer Service

Sales

Education

University degree

Completion of the Canadian Securities Course (CSC)

Job description

Join to apply for the Regional Trust Advisor (Southwestern Ontario Region) role at RBC

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Join to apply for the Regional Trust Advisor (Southwestern Ontario Region) role at RBC

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.

Job Summary

Job Description

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.

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
• TEP 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
• 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

Pay Type:

Salaried

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

Inclusion 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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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