Trust Officer Jobs in Montréal, QC
Create alert for “Trust Officer”
Montréal, QC
About the role
Job Description
What is the opportunity?
As a Senior Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client 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. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence. 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.
What will you do?
- Handle estate, trust, and protection mandate accounts.
- Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients.
- Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management.
- 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 for the client and their professional advisors.
- Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution.
- Responsible for overall client relationship management and acting as the representative of the client portfolio.
- Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities.
What do you need to succeed?
Must-have
- Specialized knowledge of the provisions of the Civil Code of Québec related to estates and trusts
- Demonstrated ability in managing complex family dynamics, the grieving process, and dealing with conflict
- Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Possess or working towards Trust and Estate Practitioner (TEP) designation
Nice-to-have
- Canadian Securities Course (CSC)
- General knowledge of RBC products and services
- Solid foundation in values-based selling
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.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial services
- Opportunities to take on progressively greater accountabilities
WMRT
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉAL
City:
Montréal
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-05-12
Application Deadline:
2026-06-01
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.
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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.