Senior Trust Officer/Trust Officer
Royal Bank of Canada
- Vancouver, BC
- $65,000-85,000 per year
- Permanent
- Full-time
- 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 client’s unique situation
- Identify any referral opportunities to appropriate Professionals across the RBC network
- Develop and maintain strong working relationship within Royal Trust Services and with RBC partners, while demonstrating ability to balance needs of the client, employee and shareholder
- Proactively maintain timely written, verbal and electronic communication with clients and key internal partners and contacts
- Ensure the process for new business is efficient and seamless to the client and client’s professional advisor
- Demonstrate 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 portfolio
- Maintain 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.
- A minimum of 3-5 years in a similar role
- Successful completion of the Canadian Securities Course
- University Degree or equivalent
- Extensive knowledge and Ability to communicate with clients about general investment, estate, financial, trust, taxation issues including economic conditions
- Trust and Estate Practitioner (TEP) or Personal Financial Planner (PFP) designation or working towards
- 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value