You're using an older version of Internet Explorer that is no longer supported. Please update your browser.

Senior Trust Officer

Calgary, AB
Full Time
3 days ago
What is the opportunity?
As Senior Trust Officer, RBC Royal Trust (RT), you will create an exceptional client experience by providing superior service and a complete range of estate, trust and power of attorney solutions that meet clients' 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. You will also act as the local resource for the Ultra High Net Worth (UHNW) client segment in order to maximize opportunities for RT. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence.
By joining Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates and by protecting their legacies. We are a team committed to helping clients achieve peace of mind now and for the future.

What will you do?
• Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals
• Responsible for the timely and efficient settlement of estates and to provide a superior client experience
• Delivers quality advice/service to clients by keeping current on product, industry, investment, tax, and
• Develop proactive client contact strategies for each client to ensure broadening of the client relationship to the next generation and with RBC Wealth Management and RBC Group of Companies through ongoing client discovery
• 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 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
• 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 years in a similar role
• Canadian Securities Course
• University Degree or equivalent
• TEP (Trust & Estates Professional) Designation or currently enrolled
• Extensive knowledge and ability to communicate with clients about general investment, estate, financial, trust and taxation issues, including economic conditions
• Ability to travel within area

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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities

About RBC
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit .

Get Career Alerts
Stay in-the-know about great career opportunities at RBC. Sign up for Career Alerts and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 .

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Calgary
Address: Calgary
Work Hours/Week: Monday to Friday
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0-25
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 10/29/2020
Req ID: 283562

Posting Notes:
Management and Executive
Innovators Logo

The #1 Podcast for Jobseekers

Latest Episode:

#14 - WeatherBug - Failure is Just a Part of the Process

Interested in jobs like this?

Sign up for email alerts
Get job alerts

About RBC

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re ...

Read More
Banking & Finance
10,000+ employees