Senior Trust Officer

RBC; Ottawa; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Trust Officer to enhance client relationships and deliver exceptional service. In this pivotal role, you will manage trusts, resolve complex client issues, and promote trust services to meet client needs. You'll collaborate with a dynamic team to ensure the highest quality of service while identifying new business opportunities. This position offers a chance to make a lasting impact on clients and contribute to the growth of the fiduciary business. If you are passionate about client service and have a strong background in estate management, this is the perfect opportunity for you.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Leadership support for development

Dynamic and collaborative team environment

Opportunities for challenging work

Career advancement opportunities

Ability to make a difference

Qualifications

• 1-3 years of experience in the estate and trust industry.
• TEP Designation is required for this role.

Responsibilities

• Administer trusts while providing superior client experience.
• Resolve operational and technical issues in trust management.
• Promote Royal Trust services and identify client needs.

Skills

Communication

Customer Service Management

Decision Making

Fiduciary Management

Group Problem Solving

Interpersonal Relationship Management

Investment Consulting

Portfolio Management

Results-Oriented

Trust Operations Management

Education

University Degree or equivalent

Job description

Job Summary

Job Description

What is the opportunity?

As Senior Trust Officer you will be responsible for retaining and growing the book of business, as well as dealing with client issues of varying complexity and ensuring the delivery of quality client service. In this dynamic role, you are expected to develop client relationships, deliver quality client service and identify clients’ needs as well as provide solutions through the sale or referral of RBC products and services.

What will you do?

• Responsible for the timely and efficient administration of trusts while providing a superior client experience
• Responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the officer's book of estates
• While maintaining an effective level of communication with key team players, you will continue to deliver an optimal customer service experience
• Promote Royal Trust (RT) Services to the RBC Financial Planning Network by identifying client needs and provide solutions through the sale of RT Services
• Ensure that clients strategic objectives are met; review and document a client action plan for each unique situation
• Responsible for executing nationally consistent activities to promote and raise awareness of RT’s offerings
• Maintain an ongoing pipeline of new business opportunities for RT. Identifying new business and referral opportunities for RBC Wealth Management & RBC through existing relationships
• Using your ability to partner successfully with internal and external clients, you will endeavor to meet and exceed key objectives
• Produces trust reports for internal or external clients.
• Develops investment objectives for assigned accounts while adhering to banking compliance procedures.
• Promotes the full breadth of the fiduciary platform, such as general fiduciary, taxes, and special assets, in order to grow the fiduciary business within the banking industry.
• Oversees client profitability, marketing plans, risk management and the resolution of legal and compliance related issues. Initiates and develops new relationships with clients.

What do you need to succeed?

Must Have’s

• University Degree or equivalent
• 1-3 years of experience in the estate and trust industry with strong knowledge of estate and related administration
• TEP Designation
• Ability to travel within area
• Demonstrated ability in managing family dynamics during the grieving process

Nice to Have’s

• 1- 3 years of proven sales experience, including funnel management, tools and tracking
• Bilingual - English and French

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities and advance your career within RBC Royal Trust
• Ability to make a difference and lasting impact for our clients and our business

Job Skills

Communication, Customer Service Management, Decision Making, Fiduciary Management, Group Problem Solving, Interpersonal Relationship Management, Investment Consulting, Portfolio Management, Results-Oriented, Trust Operations Management

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: 2025-04-01

Application Deadline: 2025-04-15

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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