Trust Advisor

Identify, evaluate, and onboard new fiduciary relationships to drive revenue growth across trust administration, investment management, and estate planning solutions. In this role, you will qualify prospective clients and COI referral opportunities, assess new trust and investment business for growth and profitability potential, and partner strategically with Business Development teams (Bankers, Financial Advisors, Portfolio Managers) to develop and close relationships. You will conduct initial legal and trust administration reviews to ensure alignment with RBC's risk appetite and operational capacity, while positioning comprehensive fiduciary solutions—including personal trusts, estates, charitable vehicles, conservatorships, guardian ships, ILITs, family foundations, and specialty accounts—to maximize client lifetime value.

Your focus is to expand RBC's fiduciary client portfolio profitably while maintaining rigorous risk and compliance standards.

Identify, evaluate, and onboard new fiduciary relationships to drive revenue growth across trust administration, investment management, and estate planning solutions. In this role, you will qualify prospective clients and COI referral opportunities, assess new trust and investment business for growth and profitability potential, and partner strategically with Business Development teams (Bankers, Financial Advisors, Portfolio Managers) to develop and close relationships. You will conduct initial legal and trust administration reviews to ensure alignment with RBC's risk appetite and operational capacity, while positioning comprehensive fiduciary solutions—including personal trusts, estates, charitable vehicles, conservatorships, guardian ships, ILITs, family foundations, and specialty accounts—to maximize client lifetime value.

Your focus is to expand RBC's fiduciary client portfolio profitably while maintaining rigorous risk and compliance standards.

• Regularly meet with Private Bank partners, external financial advisors and COIs to develop and strengthen relationships while providing education and insight into CNBs fiduciary capabilities.
• Meet revenue goals around sales expectation.
• Lead with advice and a solution-oriented mindset.
• Build strong relationships with key COI’s, Bankers, and Financial Advisors.
• Meet with partners and clients virtually or travel to meet in person if requested.
• Work with external advisors and attorneys to expand trust’s brand and garner larger market share within region.
• Work with Bankers, Portfolio Managers, and external advisors to gather the necessary information and documentation to ensure we understand the risk and other issues associated with new opportunity (e.g., agreements, fee schedules, transfer directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.).
• Perform a preliminary document and asset review of potential new business to vet if within new business framework.
• Set proper expectations with all internal and external partners around timing and progress of new opportunity.
• Serve as a point of escalation for problem resolution.
• Manage risk to ensure all relationships are within CNB’s risk appetite.
• Provide regular tracking for review of new business activities.
• Maintain a proactive commitment to established Bank programs, such as Customer First, Community Reinvestment Act (CRA) and Equal Employment Opportunity.
• Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).
• Maintain all appropriate training and continuing…