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Royal Trust Advisor


RBC


Location

Edmonton, AB | Canada


Job description

Description

Job SummaryJob DescriptionWhat is the opportunity? As a Royal Trust Advisor, you will promote RBC Royal Trust products and solutions to RBC partners within your marketplace. You will work together with internal stakeholders to help them meet their clients needs.

You are a seasoned sales professional as well as a team player, which is an important skill in this role as success is dependent on working in co-operation with others. 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.

Please visit: for more information. What will you do? Promote RBC Royal Trust products and solutions to RBC partners

Execute consistent national activities to promote and raise awareness of RBC Royal Trust products and solutions

Deepen customer loyalty while leveraging full RBC Group of Companies capabilities

Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities

Partner successfully with internal and external clients and endeavor to meet Work closely with regional teams to ensure a seamless client experience

What do you need to succeed?Must HaveCollege or Undergraduate degree47 years of related experience in the financial services industryand/or sales, including funnel management, tools and tracking

Possess or working towards the Certified Executor Advisor designation

Ability to travel within region and reside in Edmonton and/or the surrounding area.Nice to HaveCertified Financial Planner (CFP) or Personal Financial Planner (PFP) designation Successful completion of the Canadian Securities Course (CSC)Possess or working towards STEP Certification/DesignationPrevious experience or general knowledge of estate and trust related administration

Whats in it for you?We thrive on the challenge to be our best, progressively 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 applicable

Leaders who support your development through coaching and managing opportunities

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 take on progressively greater accountabilities WMRT Job SkillsConsulting, Customer Needs, Customer Service, Customer Service Management, Long Term Planning, Multi-Level Communication, Perseverance and Follow-Through, Product Knowledge, Product Services, Sales ActivitiesAdditional Job DetailsAddress:10111 104 AVE NW:EDMONTONCity:EDMONTONCountry:CanadaWork hours/week:37.5Employment Type:Full time

Platform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-02-27Application Deadline:2024-03-30Inclusion 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.

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Full timeFlexible hours


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