Trust Officer
RBC
This is a Contract position in Montreal, QC posted November 5, 2024.
Job Summary
Job Description
What is the opportunity?
As a 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. This opportunity is a one-year contract with full-time hours.
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 clients 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 Qubec 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
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.
- 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 building close relationships with clients
WMRT
Job Skills
Additional Job Details
Address:
1 PLACE VILLE MARIE:MONTRAL
City:
MONTRAL
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Contract (Fixed Term)
Pay Type:
Salaried
Posted Date:
2024-09-09
Application Deadline:
2024-11-15
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 embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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