Royal Trust Advisor

Royal Trust Advisor

Job Overview

Location
Montreal, Quebec
Job Type
Full Time Job
Job ID
59599
Date Posted
2 years ago
Recruiter
Raymond Catherine
Job Views
197

Job Description

What is the opportunity?
As a Royal Trust Advisor, you will promote RBC Royal Trust products and solutions to RBC partners within your marketplace. You will work together with internal stakeholders to help them meet their clients’ needs. You are a seasoned sales professional as well as a team player, which is an important skill in this role as success is dependent on working in co-operation with others. 
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.
Although there may not be immediate openings for this role today, we are always looking for the best and brightest talent and welcome the opportunity to speak to interested candidates.

 

 What will you do?
•    Promote RBC Royal Trust products and solutions to RBC partners
•    Execute consistent national activities to promote and raise awareness of RBC Royal Trust products and solutions
•    Deepen customer loyalty while leveraging full RBC Group of Companies’ capabilities
•    Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities
•    Partner successfully with internal and external clients and endeavor to meet and exceed key sales objectives
•    Work closely with regional teams to ensure a seamless client experience

 

What do you need to succeed?
Must Have

•    College or Undergraduate degree
•    4–7 years of related experience in the financial services industry 
•    and/or sales, including funnel management, tools and tracking
•    Possess or working towards the Certified Executor Advisor designation
•    Successful completion of the Canadian Securities Course
•    Ability to travel within Region

 

Nice to Have
•    Possess or working towards STEP Certification/Designation 
•    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, progressively 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    

 

 

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

 

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same. Reasonable accommodation is available where required by law.

 

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JOB SUMMARY
City:  Montreal 
Address:  Montreal 
Work Hours/Week:  37.5 
Work Environment:  Office 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salaried 
Required Travel (%):  0-25 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  10/31/2022 
Platform:  Wealth Management
 
Req ID:  444437

Job ID: 59599

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