Senior Trust Advisor - Team Lead - RBC - Toronto, ON

.

What is the opportunity?

You will be responsible for achieving profitable business results through the development of High Net Worth & Ultra High Net Worth (U/HNW) clients within a specific territory. You will achieve results through a relationship management approach with clients and partners; and by offering superior service and comprehensive fiduciary solutions.

What will you do?

Develop proactive client contact strategies for each client to ensure broadening of the client relationship to the next generation

Leverages cross-selling opportunities by managing/developing strong relationships with existing/prospective clients and centers of influence.

Act as the Trust Expert within specific territory, sharing best practices with national counterparts

Together with Regional Market Lead, develop and execute against a well thought out and robust business plan

Leverage effective pricing strategies within prescribed guidelines, maintaining a balance between sales results, portfolio profitability, relationship building and client risk.

Assist in ensuring employees within your team are able to achieve their potential through effective coaching, performance management & communication.

Exercise due diligence in following procedures relative to RBC policy, procedures and guidelines including Estate & Trust Services policies and procedures.

What do you need to succeed?

Must-have:
8+ years’ experience providing Trust & Estate advice

Specialized knowledge of trust and related administration, tax rules and planning opportunities

Ability to communicate with clients about general investment, estate, financial, trust, taxation issues including economic conditions

Designated or Accredited as a Senior Trust Officer

Nice-to-have:
CSC

CFP

STEP designation

Managerial/Leadership experience

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

About RBC

Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We employ approximately 78,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 39 other countries. For more information, please visit rbc.com .

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. It’s easy! Join our Talent Community and get the inside scoop on the jobs, career paths, and recruitment events that matter to you.

Inclusion and Equal Opportunity Employment

RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

JOB SUMMARY

City: Toronto

Address: 155 Wellington St W, 20th Fl

Work Hours/Week: Monday to Friday

Work Environment: Office

Employment Type: Permanent

Career Level: Experienced Hire/Professional

Pay Type: Salary + Variable Bonus

Required Travel (%): 26-50

Exempt/Non-Exempt: N/A

People Manager: Yes

Job Posting End Date: 08/12/2016

Req ID: 110453

Posting Notes: None