RBC
Location
Halifax, NS | Canada
Job description
Description
Job SummaryJob DescriptionAs 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 is the opportunity?
Responsible for the timely and efficient administration of estates 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 ServicesEnsure 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 RTs 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
What do you need to succeed?Must HaveUniversity Degree or equivalent1-3 years of experience in the estate and trust industry with strong knowledge of estate and related administration
Completion of STEP Canada's CETA program or currently enrolled
Ability to travel
Demonstrated ability in managing family dynamics during the grieving process
Bilingual - English and FrenchNice to Have1- 3 years of proven sales experience, including funnel management, tools and trackingTEP DesignationWhats in it for you? We thrive on the challenge to be our best with progressive thinking to keep growing and working together to deliver trusted advice to help our clients. We care about each other, reaching our greatest 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 and commissions
Leaders who support your development through coaching and mentoring opportunities
Ability to make a difference and a lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Job SkillsAdditional Job DetailsAddress:1959 UPPER WATER ST, UNIT 1400:HALIFAXCity:HALIFAXCountry:CanadaWork hours/week:37.5Employment Type:Full time
Platform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-20Application Deadline:2024-03-05Inclusion 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.
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