Trust Advisor, Indigenous Wealth

Job Summary

Job Description

What is the opportunity?

As Senior Trust Advisor, Indigenous Wealth, you will act as a key member of the team to achieve business results by identifying, attracting, growing and retaining Indigenous Wealth clients within a specific region. You will also administer a portfolio of trust accounts, ensuring that fiduciary management is executed in a timely and accurate manner, in accordance with policies and procedures.

You will act as the regional expert, providing guidance to existing and prospective clients and their advisors, and by sharing best practices with your partners and team.

Please note : We are accepting candidates in Vancouver, Calgary, and Winnipeg

What will you do?

• Ensure trust administration is carried out in accordance with the terms of governing documents, trust law, relevant legislation and relevant policy and department objectives, while taking into account client needs.
• Develop and deliver on a business plan and approach within market to attract new business.
• Ensure strategic objectives are known, reviewed often, and that service is customized to each client’s unique needs and circumstances.
• Demonstrate a commitment to taking ownership and accountability in managing client requests.
• Responsible for the management of a team of administrative professionals.

What do you need to succeed?

Must Have

Nice to Have

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.

The expected salary range for the above position is $70,000 - 105,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary / variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that :

WMRT

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address :

VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W : VANCOUVER

City : VANCOUVER

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2024-10-25

Application Deadline :

2024-11-30

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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