Rbc
Finance / FinServ
SeniorTrustOfficer
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Trust Officer at Rbc. Skills: Estate and trust solutions, Client relationship management, Fiduciary solutions. 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”
What You'll Achieve.
Create an exceptional client experience; Provide superior service; Complete range of estate and trust solutions that meet client needs; Achieve business results; Identify, grow, and retain a long-term profitable high-net-worth (HNW) portfolio of clients; Manage and develop relationships; Improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live; Achieve peace of mind now and for the future; Broadening of the client relationship to the next generation and with RBC Wealth Management; Ensure client strategic objectives are known and reviewed; Set up a documented client action plan customized to the client’s unique situation; Obtain new business; Efficient client problem resolution; Overall client relationship management; Act as the representative of the client portfolio; Assist and mentor team members in achieving their potential
Industry & Context.
Client problem resolution
What They're Looking For.
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, 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 values-based selling
What You'll Do.
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
and training and development activities
How You'll Work.
Team & Collaboration
Achieve business results in partnership with the team; Leveraging cross-selling opportunities; Manage and develop relationships with existing and prospective clients and centres of influence; Work in a dynamic, collaborative, progressive, and high-performing team; Working together to deliver trusted advice to help our clients thrive and communities prosper; We care about each other; Collaboration; Winning together as One RBC; Inclusive workplace; Diverse perspectives; Employees feel supported to perform at their best; Effectively collaborate; Drive innovation; Grow professionally
Communication Scope
Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions; Bilingualism (English and French) required; Communication
Full Job Description
**_Job Description_** **What is the opportunity?** As a Senior 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](https://www.rbcwealthmanagement.com/en-ca/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 trainin
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