Trust Officer - Montréal, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

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 in order to serve clients in the community with English 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 valuesbased 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 highperforming team
A worldclass 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:

Application Deadline:

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.

Join our Talent Community
Stay 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.