Senior Trust Officer

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About: RBC Royal Trust is seeking a Senior Trust Officer to create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet clients' needs.

What is the opportunity? 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. You will act as the local resource for the Ultra High Net Worth (UHNW) client segment to maximize opportunities for E&T. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients.

What will you do?

  1. Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals.
  2. Develop proactive client contact strategies to ensure broadening of the client relationship.
  3. Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the client's unique situation.
  4. Identify any referral opportunities to appropriate Professionals across the RBC network.
  5. Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution.
  6. Responsible for overall client relationship management and administration for trust, power of attorney for property, guardianship, and agency accounts.
  7. Assist in ensuring team members achieve their potential through effective coaching, mentoring, and training.
  8. Deliver quality advice and service to clients by keeping current on product, industry, investment, tax, and legislative developments.

What do you need to succeed?

Must Have:

  1. A minimum of 3 years in a similar role.
  2. Canadian Securities Course.
  3. University Degree or equivalent.
  4. Extensive knowledge of investment, estate, financial, trust, and taxation issues.
  5. Ability to travel within the area.
  6. A strong knowledge of Estate and Trust Administration and Service Requirements.

Nice to Have:

  1. TEPPFP.

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 and our communities.

A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and stock where applicable.

Job Skills: Communication, Customer Service Management, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Results-Oriented, Trusts and Estate Planning.

Additional Job Details:

Address: 220 PORTAGE AVE: WINNIPEG

City: WINNIPEG

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-09-17

Application Deadline: 2024-10-19

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.

Please let us know if you need any accommodations during the recruitment process.


Read the full job description and apply online on the recuiter's web-site

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