Postuler

Publié il y a 14 jours

Trust Officer

@ Royal Trust Corporation of Canada

Halifax, Nouvelle-Écosse

Temps plein2+ ans d’expérience
Postuler
SIGNAUX

En bref

Royal Trust Corporation of Canada is hiring a full-time Trust Officer in Halifax to manage estate, trust and protection mandate accounts for high net worth clients. The role covers client relationship management, cross-selling, mentoring team members and referring clients across the RBC network. The posting states 37.5 hours per week, a salaried role and a compensation package including bonuses, commissions and flexible benefits.

Responsabilités :

  • Manage estate, trust and protection mandate accounts
  • Develop client contact strategies and documented client action plans
  • Identify referral opportunities across the RBC network
  • Assist and mentor team members through coaching and training

Résumé des exigences :

  • 2 to 4 years of related experience
  • College or undergraduate degree
  • STEP certification or working towards it (asset)
  • Knowledge of estate and trust administration (asset)

Outils et compétences

Source et dates

Site carrière / système de candidatures · workday

Date publiée par l’employeur
2026-10-27
Première détection par notre source
2026-10-28
Mise à jour du dossier source
2026-11-04

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineDéveloppement des affaires
Expérience2 an(s) et plus
Heures par semaine37.5
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
Permis et certificationsSTEP certification
FormationCollégial (DEC) (exigé), Baccalauréat (exigé)
Avantages mentionnésHoraire flexible, Prime de rendement, Actions ou participation

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Royal Trust Corporation of Canada

ChampValeur
Offres sur Jobsy17
Description

Job Description

What is the opportunity?


As a 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.

Please visit: https://royaltrust.rbcwealthmanagement.com for more information.


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

What do you need to succeed?

Must haves:


  • 2 - 4 years of related experience
  • College or Undergraduate degree

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, 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

Job Skills

Commercial Acumen, Customer Service Management, Decision Making, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Process Management, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management

Additional Job Details

Address:

1959 UPPER WATER ST, UNIT 1400:HALIFAX

City:

Halifax

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-28

Application Deadline:

2026-11-11

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.

Emplois semblables

  • Trust Officer

    Halifax, NS
    Temps plein

    Royal Trust Corporation of Canada

    2+ ansCandidates need 2-4 years of related experience and a college or undergraduate degree. A STEP certification or estate and trust administration knowledge is an asset.

    Upselling, Client relationship management, Coaching, Communication skills, Training and development, Customer service

  • Trust Officer

    Halifax, NS
    Temps plein

    Royal Bank of Canada: Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.

    Cotation en bourse: TSX:RY · NYSE:RY · Source vérifiée: 2026-11-02

    2+ ansRoyal Bank of Canada needs candidates with 2 to 4 years of related experience and a college or undergraduate degree. A STEP certification or knowledge of estate and trust administration is an asset.

    Upselling, Client relationship management, Coaching, Communication skills, Training and development, Customer service

  • Trust Officer

    Halifax, NS

    Bank of Montreal

    5+ ansCandidates need about 5 to 7 years of relevant experience and a post-secondary degree, with a Finance degree preferred. Bank of Montreal expects in-depth knowledge of trust administration, trust tax, trust accounting, investment management and fiduciary law, plus strong communication, analytical and influence skills.

    Client relationship management, Presentation skills, Technical support, Strategic planning, Decision making, Change management

    Trust Officer

    Halifax, NS
    Temps plein

    Bank of Montreal

    5+ ansCandidates need about 5 to 7 years of relevant experience and a post-secondary degree, with a finance degree preferred. In-depth knowledge of trust administration, trust tax, trust accounting, investment management and fiduciary law is required.

    Client relationship management, Presentation skills, Technical support, Strategic planning, Decision making, Change management

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.