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Regional Trust Advisor

Toronto, ON
  • Number of positions available : 1

  • To be discussed
  • Starting date : 1 position to fill as soon as possible

Job SummaryJob DescriptionWhat is the opportunity?As Regional Trust Advisor, you will promote RBC Royal Trust products and solutions to the Canadian Banking segment within your marketplace. You will partner with internal stakeholders to help them meet their clients needs. You are a seasoned sales professional and a team player, an important skill in this role as success is dependent on working in cooperation with others. By joining 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?Collaborate with other Regional Trust Advisors to provide coverage and support to Personal Canadian Banking across your designated territoryPromote Royal Trust services to the Personal Canadian Banking segmentPartner with Financial Planners and Financial Planners, Investment and Retirement Planning, to build awareness of Royal Trust products and solutionsExecute consistent national activities to promote and raise awareness of Royal Trust products and solutionsDeepen customer loyalty by bringing the full power of RBC to themEnsure all RBC policies are adhered to in your interactions and employ due diligence in all activitiesPartner successfully with internal and external clients and endeavor to meet and exceed key sales objectivesWhat do you need to succeed?Must-haveUniversity degree and completion of the Canadian Securities Course (CSC)A minimum of 5 years of related experience in the financial services industry and general knowledge of estate and trust related administrationA minimum of 5 years of proven sales experience, including funnel management, tools, and trackingStrong written and verbal communication skillsAbility to travel within designated regionNice-to-haveFinancial Planner diploma granted by the IQPFTEP designationPrevious experience in the Estate and Trust fieldExperience within the legal fieldWhats 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.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableWork in a dynamic, collaborative, progressive, and high-performing teamFinancial strength and strong brandJob SkillsConsulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job DetailsAddress:RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-29Application Deadline:2024-05-31Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay 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.

Requirements

Level of education

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Work experience (years)

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Written languages

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Spoken languages

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