Regional Trust Advisor - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Toronto, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Summary

What is the opportunity?

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 highperforming team
Financial strength and strong brand

Job Skills
Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

RBC CENTRE, 155

WELLINGTON ST W:

TORONTO

City:

TORONTO

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.

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