
Trust Officer (Toronto, London & Hamilton locations)
- Toronto, ON
- Permanent
- Temps-plein
- 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
- Responsible for overall client relationship management and acting as the representative of the client portfolio
- • Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities
- 2 to 4 years of related experience
- College or Undergraduate degree
- Completion of the Canadian Securities Course (CSC)
- Possess or working towards STEP Certification/Designation
- Previous experience or general knowledge of estate and trust related administration
- 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