Trust Officer

RBC; Halifax; Vor Ort; CAD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Bonuses and flexible benefits

Stock where applicable

Zusammenfassung

RBC Wealth Management is seeking a Trust Officer in Halifax to deliver exceptional client experiences by providing fiduciary solutions and managing an HNW portfolio. You will support estate settlements, protect legacies, and coordinate with professionals across RBC to meet client goals.

The role emphasizes proactive client engagement, portfolio oversight, and leadership within a collaborative team, with a focus on delivering trusted financial guidance and comprehensive trust services.

Qualifikationen

• 2–4 years of related experience required
• College or undergraduate degree completed or in progress
• Familiarity with estate and trust administration is a plus

Aufgaben

• Handle estate, trust, and protection mandate accounts
• Provide superior service and comprehensive fiduciary solutions to clients
• Develop proactive client contact strategies to grow and retain relationships
• Ensure client objectives are documented and reviewed with a tailored action plan
• Identify referral opportunities across the RBC network
• Streamline new business processes for clients and advisors
• Maintain overall client relationship management for assigned portfolio
• Mentor team members through coaching and development activities

Kenntnisse

Commercial Acumen

Customer Service Management

Decision Making

Negotiation

Performance Management

Follow-Through

Process Management

Sales

Sales Activities

Sales Channels

Sales Forecasting

Team Management

Ausbildung

College or Undergraduate degree

Jobbeschreibung

Job Description

As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client 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. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence.

What is the opportunity?

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.

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

What will you do?

• Handle estate, trust, and protection mandate accounts
• Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
• Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
• 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 for the client and their professional advisors
• Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
• Responsible for overall client relationship management and acting as the representative of the client portfolio
• Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities

What do you need to succeed?

Must haves:

• 2 - 4 years of related experience
• College or Undergraduate degree

Nice-to-have

• Possess or working towards STEP Certification/Designation
• Previous experience or general knowledge of estate and trust related administration

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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

Job Skills

Commercial Acumen, Customer Service Management, Decision Making, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Process Management, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management

Additional Job Details

Address

1959 UPPER WATER ST, UNIT 1400:HALIFAX

City

Halifax

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-10-28

Application Deadline

2026-11-11

Note

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

Our Employment Opportunities

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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