Position Overview
Opportunity This role as a Trust Officer offers an opportunity to provide superior estate and trust solutions, create exceptional client experiences, achieve business results, and grow a high‑net‑worth portfolio.
Responsibilities
Handle estate, trust, and protection mandate accounts
Create exceptional client experience with fiduciary solutions tailored to client goals
Develop proactive client contact strategies to broaden relationships to the next generation and with RBC Wealth Management
Ensure client strategic objectives are known, reviewed, and a documented action plan is set up
Identify referral opportunities to appropriate professionals across the RBC network
Ensure an efficient, seamless new business process for the client and their professional advisors
Take ownership and accountability for client problem resolution
Represent overall client relationship management of the portfolio
Assist an...