City : VANCOUVER, British Columbia, Canada

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity?

As Senior Trust Advisor, Indigenous Wealth, you will act as a key member of the team to achieve business results by identifying, attracting, growing and retaining Indigenous Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies and procedures.

You will act as the regional expert, providing guidance to existing and prospective clients and their advisors, and by sharing best practices with your partners and team.

Please note: We are accepting candidates in Vancouver, Calgary, and Winnipeg

What will you do?

• Ensure trust administration is carried out in accordance with the terms of governing documents, trust law, relevant legislation and relevant policy and department objectives, while taking into account client needs.
• Develop and deliver on a business plan and approach within market to attract new business.
• Ensure strategic objectives are known, reviewed often, and that service is customized to each client’s unique needs and circumstances.
• Demonstrate a commitment to taking ownership and accountability in managing client requests.
• Responsible for the management of a team of administrative professionals.

What do you need to succeed?

Must Have

• Minimum 5 years’ experience in financial services or related industry
• Post-secondary degree/diploma or relevant experience
• Knowledge of trust services, and dedication to staying abreast of trust policy, developments, and related issues.
• Successful completion of (or willing to complete) the Canadian Securities Course

Nice to Have

• Previous experience working with Indigenous communities and/or matters
• Previous experience in trust administration
• Previous experience working with complex legal documents; law degree an asset
• Previous experience in investment industry
• Trust and Estate Practitioner ( TEP)  designation
• NATOA Trustee Training – Level One

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
• Challenging work
• Variety of assignments
• Financial strength and a strong brand

The expected salary range for the above position is $70,000 - 105,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

WMRT

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVERVANCOUVERCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2024-10-252024-11-30