What is the opportunity?
As an Associate Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs while working towards your Trust Officer designation. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth (HNW) portfolio of clients. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence.
By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping administer their estates and trusts, 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.
What will you do?
Handle estate trusts, and protection mandate accounts
Responsible for overall client relationship management and acting as the representative of the client portfolio
Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the client’s unique situation
Identify any referral opportunities to appropriate professionals across the RBC network
Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors
Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities
What do you need to succeed?
Must-have
Nice-to-have
Possess or working towards STEP Certification/Designation
Completion of the Canadian Securities Course (CSC)
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, 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
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
WMRT
Job Skills
Communication, Customer Service Management, Decision Making, Fiduciary Management, Group Problem Solving, Interpersonal Relationship Management, Investment Consulting, Portfolio Management, Results-Oriented, Trust Operations Management
Additional Job Details
335 8 AVE SW:CALGARY
Calgary
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
Salaried
2026-04-27
2026-05-12
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.