Trust Officer

RBC; Winnipeg; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prestigious banking institution in Winnipeg is seeking a Trust Officer to enhance client experiences through superior estate and trust solutions. The role involves managing high net worth portfolios and developing strong relationships with clients. Ideal candidates possess a degree and 2-4 years of experience in related fields. This position offers opportunities for professional growth, competitive compensation, and a supportive team environment.

Benefits

Comprehensive Total Rewards Program

Coaching opportunities

Dynamic and collaborative team environment

Qualifications

• 2 - 4 years of related experience.
• Experience in estate and trust-related administration is beneficial.

Responsibilities

• Handle estate, trust, and protection mandate accounts.
• Create an exceptional client experience by providing superior service.
• Manage and develop strong relationships with clients.

Skills

Client relationship management

Estate solutions knowledge

Problem resolution

Education

College or Undergraduate degree

Tools

Cross-selling techniques

Job description

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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.

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.

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

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

Additional Job Details

Address :

220 PORTAGE AVE : WINNIPEG

City : Winnipeg

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-05-20

Application Deadline :

2025-08-22

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

I nclusion 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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Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Industries

Banking and Financial Services

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