Senior Trust Officer/Trust Officer

Job SummaryJob DescriptionWhat is the opportunity?As a Senior Trust Officer with RBC Royal Trust, you will play an integral role as part of a high performing regional team, where youll be responsible for managing a book of Trusts accounts which may vary in complexity. You will create an exceptional client experience by providing superior client service through efficient, accurate and timely administration of a portfolio of accounts. This includes making day-to-day decisions, assessing risk and adhering to policies and procedures.You will meet client needs and business unit objectives. Youll also enhance customer loyalty while leveraging full RBC Financial Group capabilities to ensure efficient administration of the Estate and Trust Services business.Please visit: https://royaltrust.rbcwealthmanagement.com for more information.What will you do?Build and maintain relationships with clients, beneficiaries and co-trustees. Accountable for ensuring effective administration of your account book.Create exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals.Ensure client strategic objectives are known, reviewed and a documented client action plan is set up customized to the clients unique situationIdentify any referral opportunities to appropriate Professionals across the RBC networkDevelop and maintain strong working relationship within Royal Trust Services and with RBC partners, while demonstrating ability to balance needs of the client, employee and shareholderProactively maintain timely written, verbal and electronic communication with clients and key internal partners and contactsEnsure the process for new business is efficient and seamless to the client and clients professional advisorDemonstrate a commitment to taking ownership and accountability for efficient client problem resolution.Responsible for overall client relationship management and is the representative of the client portfolioMaintain awareness of opportunities to determine areas of operational risk or potential losses. Recommend and implement action plans to address and/or correct those issues identified.Assist in ensuring employees within team are able to achieve their potential through effective coaching, mentoring, communication and training and development activities to meet client needs. Be part of a mentorship program to help employees discover and develop their career paths.What do you need to succeed?Must-haveA minimum of 3-5 years in a similar roleSuccessful completion of the Canadian Securities CourseUniversity Degree or equivalentExtensive knowledge and Ability to communicate with clients about general investment, estate, financial, trust, taxation issues including economic conditionsNice-to-haveTrust and Estate Practitioner (TEP) or Personal Financial Planner (PFP) designation or working towardsWhats 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business and geographiesThe expected salary range for this particular position is $65,000 - $85,000 depending on your experience, skills, and registration status, market conditions and business needs.You have the potential to earn more through RBCs robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.RBCs compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:Drives RBCs high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder valueWMRTJob SkillsCommunication, Customer Service Management, Decision Making, Fiduciary Management, Interpersonal Relationship Management, Microsoft Applications, Portfolio Management, Results-Oriented, Salesforce (Software)Additional Job DetailsAddress:VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERCity:VANCOUVERCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-26Application Deadline:2024-05-22Inclusion 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.