Senior Trust Officer/Trust Officer

RBC; Vancouver; On-site; CAD 65,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Trust Officer or Senior Trust Officer to manage a portfolio of Estates and Trust accounts. The ideal candidate will provide exceptional client service and assess risk while adhering to policies. Strong communication skills and a minimum of 3-5 years of relevant experience in fiduciary management are essential. Opportunities for professional development and a comprehensive rewards program are offered, along with a competitive salary ranging from $65,000 to $90,000.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities for career growth

Qualifications

• A minimum of 3-5 years in a similar role.
• Extensive knowledge of investment, estate, financial, trust, taxation issues.

Responsibilities

• Build and maintain relationships with clients, beneficiaries, and co-trustees.
• Provide superior service and comprehensive fiduciary solutions.

Skills

Communication

Customer Service Management

Decision Making

Fiduciary Management

Interpersonal Relationship Management

Microsoft Applications

Portfolio Management

Results-Oriented

Salesforce

Education

University Degree or equivalent

Successful completion of the Canadian Securities Course

Job description

Job Description

As a Trust Officer or Senior Trust Officer with RBC Royal Trust, you will play an integral role as part of a high performing regional team, where you’ll be responsible for managing a book of Estates, Trusts, and POA accounts which may vary in complexity. You will create an exceptional client experience by providing superior client service through efficient, accurate and timely administration of a portfolio of accounts. This includes making day‑to‑day decisions, assessing risk and adhering to policies and procedures.

You will meet client needs and business unit objectives. You’ll also enhance customer loyalty while leveraging full RBC Financial Group capabilities to ensure efficient administration of the Estate and Trust Services business.

Please visit: https://altrust.rbcwealthmanagement.com for more information.

What will you do?

• Build and maintain relationships with clients, beneficiaries and co‑trustees. Accountable for ensuring effective administration of your account book.
• Create exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals.
• Ensure client strategic objectives are known, 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.
• Develop and maintain strong working relationship Royal Trust Services and with RBC partners, while demonstrating ability to balance needs of the client, employee and shareholder.
• Proactively maintain timely written, verbal and electronic communication with clients and key internal partners and contacts.
• Ensure the process for 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 is the representative of the client portfolio.
• Maintain awareness of opportunities to determine areas of operational risk or potential losses. Recommend and implement action plans to address and/or correct those issues identified.
• 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.

What do you need to succeed?

Must‑have

• A minimum of 3‑5 years in a similar role.
• Successful completion of the Canadian Securities Course.
• University Degree or equivalent.
• Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust, taxation issues including economic conditions.

Nice‑to‑have

• Trust and Estate Practitioner (TEP) or Personal Financial Planner (PFP) designation or working towards one.

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 and geographies.

The expected salary range for this particular position is $65,000 – $90,000 depending on your experience, skills, and registration status, market conditions and business needs.

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

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high‑performance culture.
• Enables collective achievement of our strategic goals.
• Generates sustainable shareholder returns and above‑market shareholder value.

WMRT

Job Skills

Communication, Customer Service Management, Decision Making, Fiduciary Management, Interpersonal Relationship Management, Microsoft Applications, Portfolio Management, Results‑Oriented, Salesforce (Software)

Additional Job Details

Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W: VANCOUVER

City: Vancouver

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-08

Application Deadline: 2025-12-29

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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