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Estate and Trust Advisor

Halifax, NS
Full Time
7 days ago
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: 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 products
  • Deepen customer loyalty while leveraging full RBC Financial Group capabilities.
  • By following due diligence, you will ensure all RBC policies are adhered to in your interactions
  • Using your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key sales objectives

  • What do you need to succeed?

    Must Have
  • University Degree or equivalent 5 years + related experience in the financial services industry
  • Enrollment in any of the following: TEP, (Trust and Estates Practitioner ), PFP (Personal Financial Planner) or Law Degree
  • Canadian Securities Course completion
  • A minimum of 5 years proven sales experience, including funnel management, tools and tracking
  • General knowledge of trust and estate related administration
  • Ability to travel within Region
  • Ability to work towards successful completion of the Certified Executor Advisor

  • Nice to Have
  • CFP (Certified Financial Planner)
  • Previous experience in the Estate and Trust field
  • Experience within legal field

  • What's in it for you?
  • A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
  • 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 and high level of autonomy
  • Financial strength and strong brand
  • Dynamic and cultural team environment

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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 .

    City: Halifax
    Address: 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 (%): 26-50
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 01/31/2021
    Platform: Wealth Management
    Req ID: 310317
    Ad Code(s):
    Management and Executive