Trust Officer

RBC; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

Join a leading financial institution as a Trust Officer, where you will enhance client experiences through superior service and comprehensive estate and trust solutions. Collaborate with a high-performing team to manage high-net-worth portfolios and foster long-term client relationships. Your expertise will directly impact clients' lives, helping them settle estates and protect legacies while contributing to community well-being.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

World-class training program

Qualifications

• Specialized knowledge of the Civil Code of Québec related to estates and trusts.
• Demonstrated ability in managing complex family dynamics and conflict.

Responsibilities

• Handle estate, trust, and protection mandate accounts.
• Develop proactive client contact strategies.
• Identify referral opportunities across the RBC network.

Skills

Bilingualism

Communication

Client Relationship Management

Education

Trust and Estate Practitioner (TEP) designation

Tools

Canadian Securities Course (CSC)

Job description

Job Summary

Job Description

What is the opportunity?

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. 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.

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-have

• Specialized knowledge of the provisions of the Civil Code of Québec related to estates and trusts
• Demonstrated ability in managing complex family dynamics, the grieving process, and dealing with conflict
• Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Possess or working towards Trust and Estate Practitioner (TEP) designation

Nice-to-have

• Canadian Securities Course (CSC)
• General knowledge of RBC products and services
• Solid foundation in values-based selling

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
• A world-class training program in financial services
• Opportunities to take on progressively greater accountabilities

WMRT

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-16

Application Deadline:

2025-07-02

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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