Top Benefits
About the role
Job Description
What is the opportunity?
As Senior Trust Officer you will be responsible for retaining and growing the book of business, as well as dealing with client issues of varying complexity and ensuring the delivery of quality client service. In this dynamic role, you are expected to develop client relationships, deliver quality client service and identify clients’ needs as well as provide solutions through the sale or referral of RBC products and services.
What will you do?
- Responsible for the timely and efficient administration of trusts while providing a superior client experience
- Responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the officer's book of estates
- While maintaining an effective level of communication with key team players, you will continue to deliver an optimal customer service experience
- Promote Royal Trust (RT) Services to the RBC Financial Planning Network by identifying client needs and provide solutions through the sale of RT Services
- Ensure that clients strategic objectives are met; review and document a client action plan for each unique situation
- Responsible for executing nationally consistent activities to promote and raise awareness of RT’s offerings
- Maintain an ongoing pipeline of new business opportunities for RT. Identifying new business and referral opportunities for RBC Wealth Management & RBC through existing relationships
- Using your ability to partner successfully with internal and external clients, you will endeavor to meet and exceed key objectives
- Produces trust reports for internal or external clients.
- Develops investment objectives for assigned accounts while adhering to banking compliance procedures.
- Promotes the full breadth of the fiduciary platform, such as general fiduciary, taxes, and special assets, in order to grow the fiduciary business within the banking industry.
- Oversees client profitability, marketing plans, risk management and the resolution of legal and compliance related issues. Initiates and develops new relationships with clients.
What do you need to succeed?
Must Have’s
- University Degree or equivalent
- 3-5 years of experience in the estate and trust industry with strong knowledge of estate and related administration
- TEP Designation
- Ability to travel within area
- Demonstrated ability in managing family dynamics during the grieving process
Nice to Have’s
- 1- 3 years of proven sales experience, including funnel management, tools and tracking
- Bilingual - English and French
What’s in it for you?
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities and advance your career within RBC Royal Trust
- Ability to make a difference and lasting impact for our clients and our business
WMRT
Job Skills
Communication, Customer Service Management, Decision Making, Fiduciary Management, Group Problem Solving, Interpersonal Relationship Management, Investment Consulting, Portfolio Management, Results-Oriented, Trust Operations Management
Additional Job Details
Address:
90 SPARKS ST:OTTAWA
City:
Ottawa
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-15
Application Deadline:
2025-09-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Top Benefits
About the role
Job Description
What is the opportunity?
As Senior Trust Officer you will be responsible for retaining and growing the book of business, as well as dealing with client issues of varying complexity and ensuring the delivery of quality client service. In this dynamic role, you are expected to develop client relationships, deliver quality client service and identify clients’ needs as well as provide solutions through the sale or referral of RBC products and services.
What will you do?
- Responsible for the timely and efficient administration of trusts while providing a superior client experience
- Responsible for the resolution of all operational, technical and discretionary issues encountered in the management of the officer's book of estates
- While maintaining an effective level of communication with key team players, you will continue to deliver an optimal customer service experience
- Promote Royal Trust (RT) Services to the RBC Financial Planning Network by identifying client needs and provide solutions through the sale of RT Services
- Ensure that clients strategic objectives are met; review and document a client action plan for each unique situation
- Responsible for executing nationally consistent activities to promote and raise awareness of RT’s offerings
- Maintain an ongoing pipeline of new business opportunities for RT. Identifying new business and referral opportunities for RBC Wealth Management & RBC through existing relationships
- Using your ability to partner successfully with internal and external clients, you will endeavor to meet and exceed key objectives
- Produces trust reports for internal or external clients.
- Develops investment objectives for assigned accounts while adhering to banking compliance procedures.
- Promotes the full breadth of the fiduciary platform, such as general fiduciary, taxes, and special assets, in order to grow the fiduciary business within the banking industry.
- Oversees client profitability, marketing plans, risk management and the resolution of legal and compliance related issues. Initiates and develops new relationships with clients.
What do you need to succeed?
Must Have’s
- University Degree or equivalent
- 3-5 years of experience in the estate and trust industry with strong knowledge of estate and related administration
- TEP Designation
- Ability to travel within area
- Demonstrated ability in managing family dynamics during the grieving process
Nice to Have’s
- 1- 3 years of proven sales experience, including funnel management, tools and tracking
- Bilingual - English and French
What’s in it for you?
- A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities and advance your career within RBC Royal Trust
- Ability to make a difference and lasting impact for our clients and our business
WMRT
Job Skills
Communication, Customer Service Management, Decision Making, Fiduciary Management, Group Problem Solving, Interpersonal Relationship Management, Investment Consulting, Portfolio Management, Results-Oriented, Trust Operations Management
Additional Job Details
Address:
90 SPARKS ST:OTTAWA
City:
Ottawa
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-15
Application Deadline:
2025-09-30
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.