What is the opportunity?
As the Estate and Trust Advisor, you are a seasoned sales professional who will promote RBC Royal Trust Services capabilities and product awareness to the RBC Canadian Banking and RBC Wealth Management segment within your marketplace by assisting partners in identifying potential opportunities and partnering with them to meet their client needs. You will be a mobile professional and will support the Atlantic Canada region. Please visit: https://estateandtrust.rbcwealthmanagement.com/en/ for more information.Please Note: This position will be servicing the Atlantic Canada Market. Candidates currently in this area will be considered. What will you do?Use a collaborative partnership approach with other Estate and Trust Advisor's to provide coverage and support to Canadian Banking and select Wealth Management You will promote Estate and Trust (E&T) Services to the RBC Personal & Canadian Banking and RBC Wealth Management segment. You will partner with Financial Planners, IRPs (Investment Retirement Planners) and RBC Dominion Securities Investment Advisors to build awareness of Royal Trust products and services.You will be responsible for executing nationally consistent activities to promote and raise awareness of Royal Trust services and productsDeepen customer loyalty while leveraging full RBC Financial Group capabilities.By following due diligence, you will ensure all RBC policies are adhered to in your interactionsUsing your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key sales objectivesWhat do you need to succeed?Must HaveUniversity Degree or equivalent 5 years + related experience in the financial services industryEnrollment in any of the following: TEP, (Trust and Estates Practitioner ), PFP (Personal Financial Planner) or Law Degree Canadian Securities Course completionA minimum of 5 years proven sales experience, including funnel management, tools and trackingGeneral knowledge of trust and estate related administrationAbility to travel within RegionAbility to work towards successful completion of the Certified Executor AdvisorNice to HaveCFP (Certified Financial Planner)Previous experience in the Estate and Trust fieldExperience within legal fieldWhat's in it for you?A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensationLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging work and high level of autonomy Financial strength and strong brandDynamic and cultural team environmentJoin our Talent Community
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .JOB SUMMARY City:
Halifax, Moncton, or Other Atlantic City Work Hours/Week:
37.5 Work Environment:
Office Employment Type:
Permanent Career Level:
Experienced Hire/Professional Pay Type:
Salaried Required Travel (%):
N/A People Manager:
No Application Deadline:
Wealth Management Req ID:
Management and Executive