Senior Trust Officer
RBC
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Benefits offered by this job
Job summary
RBC Royal Trust in Toronto, Canada, seeks a Senior Trust Officer to deliver exceptional fiduciary solutions and superior service for High Net Worth clients. You will manage relationships, craft client action plans, and collaborate with RBC Wealth Management to grow the UHNW portfolio.
Travel within the area may be required to support client needs, estates, and trust administration. This role emphasizes governance, estate and trust administration, and mentoring a team to meet client needs while
Qualifications
- Minimum 3 years in a similar role.
- Canadian Securities Course required.
- University degree or equivalent required.
- Extensive knowledge to discuss investment, estate, trust and taxation with clients.
Responsibilities
- Create an exceptional client experience with fiduciary solutions that meet client goals.
- Develop proactive client contact strategies to broaden relationships across generations.
- Ensure client objectives are reviewed and a tailored action plan is set.
- Identify referral opportunities to professionals across the RBC network.
- Streamline onboarding and client decision processes with clients and advisors.
- Own and manage the client portfolio across trust and power of attorney accounts.
- Mentor team members to support career development and client delivery.
- Stay current on product, industry, tax, and legislative developments.
Skills
Education
Job description
As Senior Trust Officer, RBC Royal Trust, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet clients’ needs. You will achieve business results in partnership with the team by identifying, growing and retaining a long-term profitable High Net Worth (HNW) portfolio of clients. You will also act as the local resource for the Ultra High Net Worth (UHNW) client segment in order to maximize opportunities for E&T. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence.
By joining RBC 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. For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/royal-trust/
- Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals
- Develop proactive client contact strategies for each client to ensure broadening of the client relationship to the next generation and with RBC Wealth Management and RBC Group of Companies through ongoing client discovery
- Ensure client strategic objectives are known and 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
- Ensure the process for obtaining new business is efficient and seamless to the client and client’s professional advisor
- Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
- Responsible for overall client relationship management and administration for trust, power of attorney for property, guardianship and agency accounts and is the representative of the client portfolio.
- Assist in ensuring employees within team are able to 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
- Deliver quality advice and service to clients by keeping current on product, industry, investment, tax, and legislative developments
- A minimum of 3 years in a similar role
- Canadian Securities Course
- University Degree or equivalent
- Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust and taxation issues, including economic conditions
- Ability to travel within area
- A strong knowledge of Estate and Trust Administration and Service Requirements
- A strong knowledge of Estate and Trust Services and Products
- Trust and Estate Practitioner (TEP) designation
- Personal Financial Planner (PFP) designation
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
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
Communication, Customer Service Management, Decision Making, Fiduciary Management, Group Problem Solving, Interpersonal Relationship Management, Investment Consulting, Portfolio Management, Results-Oriented, Trust Operations Management
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
Toronto
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
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.
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. 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.
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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.
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