As Regional Trust Advisor, you will promote RBC Royal Trust products and solutions to the Canadian Banking segment within your marketplace. You will partner with internal stakeholders to help them meet their clients' needs. You are a seasoned sales professional and a team player, an important skill in this role as success is dependent on working in cooperation with others. By joining 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?
Collaborate with other Regional Trust Advisors to provide coverage and support to Personal Canadian Banking across your designated territory
Promote Royal Trust services to the Personal Canadian Banking segment
Partner with Financial Planners and Financial Planners, Investment and Retirement Planning, to build awareness of Royal Trust products and solutions
Execute consistent national activities to promote and raise awareness of Royal Trust products and solutions
Deepen customer loyalty by bringing the full power of RBC to them
Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities
Partner successfully with internal and external clients and endeavor to meet and exceed key sales objectives
What do you need to succeed?
Must-have
University degree and completion of the Canadian Securities Course (CSC)
A minimum of 5 years of related experience in the financial services industry and general knowledge of estate and trust related administration
A minimum of 5 years of proven sales experience, including funnel management, tools, and tracking
Strong written and verbal communication skills
Ability to travel within designated region
Nice-to-have
Financial Planner diploma granted by the IQPF
TEP designation
Previous experience in the Estate and Trust field
Experience within the legal field
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
Work in a dynamic, collaborative, progressive, and high-performing team
Financial strength and strong brand
WMRT
Job Skills
Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services
Additional Job Details
Address:
148 FULLARTON ST:LONDON
City:
London
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-28
Application Deadline:
2025-11-11
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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