City : Toronto

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the Opportunity?

As a Manager, Regional Support Team, you lead a team that is the rock in a client family’s relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one’s estate plan to navigating family dynamics, the work you do is intimate and critical.
Your purpose-driven work will involve leading a team in identifying, growing and retaining a high net worth (HNW) portfolio of clients and ensuring their wishes are carried out, through effective coaching, mentoring, communication, and training and development activities. As part of the Royal Trust team, you will play a key part in developing strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.

What will you do?

• Directly manages individual employees and is responsible for providing direction, development, coaching, and mentoring.
• Coaches and mentors team, ensuring that the fundamental skills and knowledge for trust and estate officer roles are developed soundly for future employee position potential.
• Manages and oversees centralized administration of tasks and procedural support of regional team and ensures a high level of service delivery
• Manages and maintains a small book of accounts to ensure active engagement in ongoing operational and technological process within the team/business
• Actively manages succession planning and recruiting of new employees
• Continuous improvement approach to achieving a superior client experience, including proactive monitoring of client affairs, and ownership of client problem resolution.

What do you need to succeed?

Must-have

• 4 - 7 years of related experience
• College or Undergraduate degree
• Completion of the Canadian Securities Course (CSC)
• Possess or working towards TEP designation

Nice-to-have

• Previous experience or general knowledge of estate and trust related administration

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
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities  

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WMRT

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.