• 2318922
  • (Reference :110545)
  • Estate and Trust Advisor


  • .

    What is the opportunity?

    As part of a dynamic team, the Estate and Trust Advisor is primarily responsible for promoting and closing estate and trust business. In this high profile sales role, you will support your region by growing the RBC Estate and Trust book of business.


    What will you do?As a Sales Professional, you will promote Estate and Trust (E&T) Services to RBC Canadian Banking segmentsYou will identify client needs and provide solutions through the sale of E&T ServicesBy ensuring client strategic objectives are met, you will review and document a client action plan for each unique situationYou will also be responsible for executing nationally consistent activities to promote and raise awareness of E&T service productsYou will maintain an ongoing pipeline of new business opportunitiesBy following due diligence, you will ensure all RBC policies are adhered toFinally, using your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key objectives


    What do you need to succeed?

    Must-haveUniversity Degree in a related fieldCanadian Securities Course (CSC)A minimum of 5 years related experience in the Financial Services IndustryA minimum of 5 years proven sales experience, including funnel management, tools and trackingStrong knowledge of trust and related administrationAbility to travel within RegionExcellent communication skills in both English & French


    Nice-to-haveFinancial Planning designation (IQPF)STEP designation


    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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA 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.

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    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.




    City:  Montreal 
    Address:  1 Place Ville-Marie, 6th Fl 
    Work Hours/Week:  Monday to Friday 
    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:  Yes 
    Job Posting End Date:  04/29/2016 
    Req ID:  110545

    Posting Notes:  None

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