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    Senior Trust Advisor - CALGARY, Canada - Royal Bank of Canada

    Royal Bank of Canada
    Royal Bank of Canada CALGARY, Canada

    1 month ago

    Royal Bank of Canada background
    Full time
    Description

    Job Summary

    Job Description

    What is the opportunity?

    As a Senior Trust Advisor with RBC Royal Trust, you will play an integral role as part of a high performing regional team, where you'll be responsible for managing a book of Trusts accounts which may vary in complexity. You will create an exceptional client experience by providing superior client service through efficient, accurate and timely administration of a portfolio of accounts. This includes making day-to-day decisions, assessing risk and adhering to policies and procedures.

    You will meet client needs and business unit objectives. You'll also enhance customer loyalty while leveraging full RBC Financial Group capabilities to ensure efficient administration of the Estate and Trust Services business. Please visit: for more information.

    What will you do?

    • Build and maintain relationships with clients, beneficiaries and co-trustees. Accountable for ensuring effective administration of your account book.
    • Create exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals.
    • Ensure client strategic objectives are known, 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
    • Develop and maintain strong working relationship within Royal Trust Services and with RBC partners, while demonstrating ability to balance needs of the client, employee and shareholder
    • Proactively maintain timely written, verbal and electronic communication with clients and key internal partners and contacts
    • Ensure the process for new business is efficient and seamless to the client and client's professional advisor
    • Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution.
    • Responsible for overall client relationship management and is the representative of the client portfolio
    • Maintain awareness of opportunities to determine areas of operational risk or potential losses. Recommend and implement action plans to address and/or correct those issues identified.
    • Assist in ensuring employees within team are able to achieve their potential through effective coaching, mentoring, communication and training and development activities to meet client needs. Be part of a mentorship program to help employees discover and develop their career paths.

    What do you need to succeed?

    Must-have

    • A minimum of 3-5 years in a similar role
    • Successful completion of the Canadian Securities Course
    • University Degree or equivalent
    • Extensive knowledge and Ability to communicate with clients about general investment, estate, financial, trust, taxation issues including economic conditions

    Nice-to-have

    • Trust and Estate Practitioner (TEP) or Personal Financial Planner (PFP) designation or working towards

    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 high-performing team
    • Flexible work/life balance options
    • Opportunities to do challenging work
    • Opportunities to take on progressively greater accountabilities
    • Access to a variety of job opportunities across business and geographies

    WMRT

    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:

    335 8 AVE SW:CALGARY

    City:

    CALGARY

    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.
    ​​​​​​​
    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 Community

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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

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