Royal Trust Advisor
City : EDMONTON, Alberta, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
As a Royal Trust Advisor, you will promote RBC Royal Trust products and solutions to RBC partners within your marketplace. You will work together with internal stakeholders to help them meet their clients’ needs. You are a seasoned sales professional as well as a team player, which is an important skill in this role as success is dependent on working in co-operation with others.
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.
Please visit: https://royaltrust.rbcwealthmanagement.com for more information.
What will you do?
- Promote RBC Royal Trust products and solutions to RBC partners
- Execute consistent national activities to promote and raise awareness of RBC Royal Trust products and solutions
- Deepen customer loyalty while leveraging full RBC Group of Companies’ capabilities
- Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities
- Partner successfully with internal and external clients and endeavor to meet Work closely with regional teams to ensure a seamless client experience
What do you need to succeed?
Must Have
- College or Undergraduate degree
- 4–7 years of related experience in the financial services industry and/or sales, including funnel management, tools and tracking
- Possess or working towards the Certified Executor Advisor designation
- Ability to travel within region
Nice to Have
- Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
- Successful 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
What’s in it for you?
We thrive on the challenge to be our best, progressively 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
WMRT
Job Summary
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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