Job SummaryJob DescriptionAs Trust Officer you will be responsible for retaining and growing the book of business, as well as dealing with client issues of varying complexity and ensuring the delivery of quality client service. In this dynamic role, you are expected to develop client relationships, deliver quality client service and identify clients needs as well as provide solutions through the sale or referral of RBC products and services.What is the opportunity?Responsible for the timely and efficient administration of estates while providing a superior client experienceResponsible for the resolution of all operational, technical and discretionary issues encountered in the management of the officer's book of estatesWhile maintaining an effective level of communication with key team players, you will continue to deliver an optimal customer service experiencePromote Royal Trust (RT) Services to the RBC Financial Planning Network by identifying client needs and provide solutions through the sale of RT ServicesEnsure that clients strategic objectives are met; review and document a client action plan for each unique situationResponsible for executing nationally consistent activities to promote and raise awareness of RTs offeringsMaintain an ongoing pipeline of new business opportunities for RT. Identifying new business and referral opportunities for RBC Wealth Management & RBC through existing relationshipsUsing your ability to partner successfully with internal and external clients, you will endeavor to meet and exceed key objectivesWhat do you need to succeed?Must HaveUniversity Degree or equivalent1-3 years of experience in the estate and trust industry with strong knowledge of estate and related administrationCompletion of STEP Canada's CETA program or currently enrolledAbility to travel within areaDemonstrated ability in managing family dynamics during the grieving processBilingual (English/French)Nice to Have1- 3 years of proven sales experience, including funnel management, tools and trackingWhats in it for you?We thrive on the challenge to be our best with progressive thinking to keep growing and working together to deliver trusted advice to help our clients. We care about each other, reaching our greatest 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 and commissionsLeaders who support your development through coaching and mentoring opportunitiesAbility to make a difference and a lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamJob SkillsAdditional Job DetailsAddress:90 SPARKS ST:OTTAWACity:OTTAWACountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-01-16Application Deadline:2024-04-30Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.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 jobs.rbc.com.
