Overview

Associate Trust Officer Jobs in Montreal, Canada at 0000050353 The Royal Trust Company

Location: Montreal

Job Description

What is the opportunity?As an Associate Trust Officer, you will work towards achieving the Trust Officer designation. You will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth (HNW) portfolio of clients.

By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence. 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.
What will you do?

  • Handle estate, trust, and protection mandate accounts
  • Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
  • Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
  • Ensure client strategic objectives are known and 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
  • Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors
  • Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution

    • What do you need to succeed?
    Must-have

  • Knowledge of the provisions of the Civil Code of Québec related to trusts
  • Demonstrated ability in managing complex family dynamics, the grieving process, and dealing with conflict
  • Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Knowledge of trust administration and tax rules and planning opportunities

    • Nice-to-have

  • General knowledge of RBC products and services
  • Solid foundation in values-based selling
  • CSI and/or STEP Canada Estate and Trust related courses

    • What’s 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 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
  • A world-class training program in financial services
  • Opportunities to take on progressively greater accountabilities

    • WMRT
    Job Skills
    Additional Job Details

    Address:

    1 PLACE VILLE MARIE:

    MONTRÉAL

    City:

    Montréal

    Country:

    Canada

    Work hours/week:

    37.5

    Employment Type:

    Full time

    Platform:

    WEALTH MANAGEMENT

    Job Type:

    Regular

    Pay Type:

    Salaried

    Posted Date:

    Final date to receive applications:

    Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above
    Our Employment Opportunities
    At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.

    RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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    RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity lified applicants may be contacted to review their resume in more detail.

    Title: Associate Trust Officer

    Company: 0000050353 The Royal Trust Company

    Location: Montreal, Canada

    Category:

     

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