Royal Trust Advisor
Royal Trust Advisor
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Job Description
Job Description
What is the opportunity
As a Royal Trust Advisor you will promote RBC Royal Trust products and solutions to RBC partners within your marketplace. You will work together with internal stakeholders to help them meet their clients needs. You are a seasoned sales professional as well as a team player which is an important skill in this role as success is dependent on working in co-operation with others.
By joining RBC 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.
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What will you do
- Promote RBC Royal Trust products and solutions to RBC partners
- Execute consistent national activities to promote and raise awareness of RBC Royal Trust products and solutions
- Deepen customer loyalty while leveraging full RBC Group of Companies capabilities
- 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 Work closely with regional teams to ensure a seamless client experience
What do you need to succeed
Must Have
- College or Undergraduate degree
- 47 years of related experience in the financial services industryand/or sales including funnel management tools and tracking preferably related to Estates and Trusts
- Possess or working towards the Certified Executor Advisor designation
- Ability to travel within region and reside in Calgary
Nice to Have
- Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
- Successful completion of the Canadian Securities Course (CSC)
- Possess or working towards STEP Certification/Designation
- Previous experience or general knowledge of estate and trust related administration
Whats in it for you
We thrive on the challenge to be our best progressively 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
WMRT
Job Skills
Client Counseling Customer Needs Customer Service Customer Service Management Group Problem Solving Long Term Planning Multi-Level Communication Product ServicesAdditional Job Details
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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.
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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 .
Required Experience:
Unclear Seniority
Employment Type
Full-Time
