Regional Trust Advisor
Regional Trust Advisor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Job Summary
Job Description
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
Whats 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 high-performing team
- Financial strength and strong brand
Job Skills
Client Counseling Customer Needs Customer Service Customer Service Management Group Problem Solving Long Term Planning Multi-Level Communication Product ServicesAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up 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 .
Required Experience:
Unclear Seniority
Employment Type
Full-Time
