Job Description
What is the opportunity?As a Senior 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. 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 settle their estates, 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, trust, and protection mandate accounts.
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.
Responsible for overall client relationship management and acting as the representative of the client portfolio.
Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities.
Specialized knowledge of the provisions of the Civil Code of Québec related to estates and trusts
Demonstrated ability in managing complex family dynamics, the grieving process, and dealing with conflict
Ability to communicate with clients about general investment, estate, financial, trust, and taxation issues, including economic conditions
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Possess or working towards Trust and Estate Practitioner (TEP) designation
Canadian Securities Course (CSC)
General knowledge of RBC products and services
Solid foundation in values-based selling
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
Opportunities to take on progressively greater accountabilities
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-05-12Application Deadline:
2026-06-01Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt 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.Join our Talent Community
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Senior Trust Officer • MONTRÉAL, Quebec, Canada
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