Job Description What is the opportunity? As an Associate 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 while working towards your Trust Officer designation. 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 administer their estates and trusts, 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. What will you do? Handle estate trusts, and protection mandate accounts Responsible for overall client relationship management and acting as the representative of the client portfolio 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 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-have 2 - 4 years of related experience College or Undergraduate degree Nice-to-have Possess or working towards STEP Certification/Designation Completion of the Canadian Securities Course (CSC) 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 WMRT Job Skills Additional Job Details Address: 335 8 AVE SW:CALGARY City: Calgary Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-05-20 Application Deadline: 2025-09-13 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U.S. and 34 other countries. Learn more at rbc.com.? We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.
