Senior Trust Officer

Toronto, ON, Canada

Job Description


Come Work with Us!

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you\xe2\x80\x99re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title Senior Trust Officer



What is the opportunity?

At RBC Royal Trust, you\xe2\x80\x99ll do work that really matters.

As a Senior Trust Officer, you are the rock in a client family\xe2\x80\x99s relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one\xe2\x80\x99s estate plan to navigating family dynamics, the work you do is intimate and critical.

Your purpose-driven work will involve identifying, growing and retaining a high net worth (HNW) portfolio of clients and ensuring their wishes are carried out. As part of the Royal Trust team, you\xe2\x80\x99ll develop strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.

What will you do?

  • Handle estate, trust, and power of attorney/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\xe2\x80\x99s 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
  • 4 - 7 years of related experience
  • College or Undergraduate degree
  • Completion of the Canadian Securities Course (CSC)
  • Possess or working towards TEP designation
Nice-to-have
  • Previous experience or general knowledge of estate and trust related administration
What\xe2\x80\x99s in it for you?

Your job is to support our clients. Our job is to take care of you. From modern and flexible benefits to unique employee discounts, we offer a variety of tools to make work and life better.
  • 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 Summary

Address: TORONTO, Ontario, Canada

City: CAN-ON-TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date: 2023-06-21

Application Deadline: 2023-07-05

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.

Royal Bank of Canada

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Job Detail

  • Job Id
    JD2199459
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON, Canada
  • Education
    Not mentioned