Estate and Trust Advisor - Jobs in Saint John, NB

Job Description

Come Work with Us!At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.Job TitleEstate and Trust AdvisorJob DescriptionPlease Note: This position will be servicing the Atlantic Canada Market and can be located anywhere within New Brunswick and/or Halifax, NS.What is the opportunityAs the Estate and Trust Advisor, you are a seasoned sales professional who will promote RBC Royal Trust Services capabilities and product awareness to the RBC Canadian Banking and RBC Wealth Management segment within your marketplace by assisting partners in identifying potential opportunities and partnering with them to meet their client needs. You will be a mobile professional and will support the Atlantic Canada region.What will you do

• Use a collaborative partnership approach with other Estate and Trust Advisor’s to provide coverage and support to Canadian Banking and select Wealth Management offices across Atlantic Canada.
• You will promote Estate and Trust (E&T) Services to the RBC Personal & Canadian Banking and RBC Wealth Management segment. You will partner with Financial Planners, IRPs (Investment Retirement Planners) and RBC Dominion Securities Investment Advisors to build awareness of Royal Trust products and services.
• You will be responsible for executing nationally consistent activities to promote and raise awareness of Royal Trust services and products
• Deepen customer loyalty while leveraging full RBC Financial Group capabilities.
• By following due diligence, you will ensure all RBC policies are adhered to in your interactions
• Using your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key sales objectives

What do you need to succeedMust Have

• University Degree or equivalent 5 years + related experience in the financial services industry
• TEP, (Trust and Estates Practitioner ), PFP (Personal Financial Planner) or Law Degree – moved from ‘Nice to Have’ section
• Canadian Securities Course completion
• A minimum of 5 years proven sales experience, including funnel management, tools and tracking
• General knowledge of trust and estate related administration
• Ability to travel within Region
• Ability to work towards successful completion of the Certified Executor Advisor

Nice to Have

• CFP (Certified Financial Planner)
• Previous experience in the Estate and Trust field
• Experience within legal field
• Written and verbal communication skills in French and English

What’s in it for you

• A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
• 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 and high level of autonomy
• Financial strength and strong brand
• Dynamic and cultural team environment

Job SummaryAddress:100 KING ST:SAINT JOHNCity:CAN-NB-SAINT JOHNCountry:CanadaWork hours/week:37.5Employment Type:Full timePlatform:Job Type:RegularPay Type:SalariedPosted Date:2022-10-21-07:00Application Deadline:2022-11-04-07:00Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay 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 rbc.com/careers.Quick Apply

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