Estate and Trust Solutions Officer
Job in
Vancouver, BC, Canada
Listed on 2026-06-19
Listing for:
0000050339 Royal Trust Corporation of Canada
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
In this full-time role based in Vancouver, BC, you will leverage 2-4 years of relevant experience while developing proactive client strategies. Your multitasking abilities will be essential in resolving client issues, managing complex relationships, and facilitating referrals across RBC. Empower your team through mentorship and support while driving profitability in your portfolio.
Key Responsibilities:
• Handle estate and trust mandate accounts seamlessly
• Provide comprehensive fiduciary solutions for clients
• Develop proactive client contact strategies
• Ensure documented client strategic objectives
• Identify referral opportunities within the RBC network
Requirements:
• 2-4 years experience with estates and trusts
• Strong communication skills with clients and stakeholders
• Experience managing complex family dynamics
• Trust and Estate Practitioner (TEP) designation in progress
• Knowledge of RBC products and services preferred
Enhance client relationships while building a strong portfolio through effective communication and trust management at RBC Wealth Management.
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