Top Benefits
About the role
Job Description
What is the opportunity?
As the Estate and Trust Advisor, you are a seasoned sales professional who will promote RBC Royal Trust Services capabilities and product awareness to the RBC Canadian Banking and RBC Wealth Management segment within your marketplace by assisting partners in identifying potential opportunities and partnering with them to meet their client needs. You will be a mobile professional and will support the Alberta region.
What will you do?
- Use a collaborative partnership approach with other Estate and Trust Advisor’s to provide coverage and support to Canadian Banking and select Wealth Management offices across Atlantic Canada.
- You will promote Estate and Trust (E&T) Services to the RBC Personal & Canadian Banking and RBC Wealth Management segment. You will partner with Financial Planners, IRPs (Investment Retirement Planners) and RBC Dominion Securities Investment Advisors to build awareness of Royal Trust products and services.
- You will be responsible for executing nationally consistent activities to promote and raise awareness of Royal Trust services and products
- Deepen customer loyalty while leveraging full RBC Financial Group capabilities.
- By following due diligence, you will ensure all RBC policies are adhered to in your interactions
- Using your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key sales objectives
What do you need to succeed?
Must Have
- University Degree or equivalent 5 years + related experience in the financial services industry
- TEP, (Trust and Estates Practitioner ), PFP (Personal Financial Planner) or Law Degree – moved from ‘Nice to Have’ section
- A minimum of 5 years proven sales experience, including funnel management, tools and tracking
- General knowledge of trust and estate related administration
- Ability to travel within Region
- Ability to work towards successful completion of the Certified Executor Advisor
- Written and verbal communication skills in English
Nice to Have
- CFP (Certified Financial Planner)
- Canadian Securities Course completion
- Previous experience in the Estate and Trust field
- Experience within legal field
What’s in it for you?
- A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
- 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 and high level of autonomy
- Financial strength and strong brand
- Dynamic and cultural team environment
WMRT
Job Skills
Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services
Additional Job Details
Address:
335 8 AVE SW:CALGARY
City:
Calgary
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-04-14
Application Deadline:
2026-05-06
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Not the right fit? Search for Estate and Trust Advisor jobs in Calgary, AB
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
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Top Benefits
About the role
Job Description
What is the opportunity?
As the Estate and Trust Advisor, you are a seasoned sales professional who will promote RBC Royal Trust Services capabilities and product awareness to the RBC Canadian Banking and RBC Wealth Management segment within your marketplace by assisting partners in identifying potential opportunities and partnering with them to meet their client needs. You will be a mobile professional and will support the Alberta region.
What will you do?
- Use a collaborative partnership approach with other Estate and Trust Advisor’s to provide coverage and support to Canadian Banking and select Wealth Management offices across Atlantic Canada.
- You will promote Estate and Trust (E&T) Services to the RBC Personal & Canadian Banking and RBC Wealth Management segment. You will partner with Financial Planners, IRPs (Investment Retirement Planners) and RBC Dominion Securities Investment Advisors to build awareness of Royal Trust products and services.
- You will be responsible for executing nationally consistent activities to promote and raise awareness of Royal Trust services and products
- Deepen customer loyalty while leveraging full RBC Financial Group capabilities.
- By following due diligence, you will ensure all RBC policies are adhered to in your interactions
- Using your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key sales objectives
What do you need to succeed?
Must Have
- University Degree or equivalent 5 years + related experience in the financial services industry
- TEP, (Trust and Estates Practitioner ), PFP (Personal Financial Planner) or Law Degree – moved from ‘Nice to Have’ section
- A minimum of 5 years proven sales experience, including funnel management, tools and tracking
- General knowledge of trust and estate related administration
- Ability to travel within Region
- Ability to work towards successful completion of the Certified Executor Advisor
- Written and verbal communication skills in English
Nice to Have
- CFP (Certified Financial Planner)
- Canadian Securities Course completion
- Previous experience in the Estate and Trust field
- Experience within legal field
What’s in it for you?
- A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
- 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 and high level of autonomy
- Financial strength and strong brand
- Dynamic and cultural team environment
WMRT
Job Skills
Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services
Additional Job Details
Address:
335 8 AVE SW:CALGARY
City:
Calgary
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-04-14
Application Deadline:
2026-05-06
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Not the right fit? Search for Estate and Trust Advisor jobs in Calgary, AB
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.