Estate and Trust Solutions Officer

Craft exceptional client experiences at RBC as a Trust Officer. Focus on managing high-net-worth portfolios while providing comprehensive estate and trust solutions that meet client needs.

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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