Regional Trust Advisor
Royal Bank of Canada
- Toronto, ON
- Permanent
- Full-time
- Collaborate with other Regional Trust Advisors to provide coverage and support to Personal Canadian Banking across your designated territory
- Promote Royal Trust services to the Personal Canadian Banking segment
- Partner with Financial Planners and Financial Planners, Investment and Retirement Planning, to build awareness of Royal Trust products and solutions
- Execute consistent national activities to promote and raise awareness of Royal Trust products and solutions
- Deepen customer loyalty by bringing the full power of RBC to them
- 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 and exceed key sales objectives
Must-have
- University 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 administration
- A minimum of 5 years of proven sales experience, including funnel management, tools, and tracking
- Strong written and verbal communication skills
- Ability to travel within designated region
- Financial Planner diploma granted by the IQPF
- TEP designation
- Previous experience in the Estate and Trust field
- Experience within the legal field
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Work in a dynamic, collaborative, progressive, and high-performing team
- Financial strength and strong brand