Join RBC Royal Trust as a Regional Trust Advisor in Ottawa and enhance your expertise in estate services. Build vital partnerships while promoting tailored financial solutions to meet client needs.
This full-time opportunity is perfect for an experienced sales skilled aiming to make a real difference. You will collaborate closely with internal stakeholders and maximize the resources of RBC to support clients in managing their wills and estates seamlessly.
Key Responsibilities:
• Support Personal Banking through strategic collaboration
• Drive the promotion of Royal Trust solutions
• Engage with financial planners to enhance product visibility
• Implement targeted strategies to increase service awareness
• Build lasting relationships with clients for enhanced loyalty
Requirements:
• Degree and completion of the Canadian Securities Course
• At least 5 years’ experience in related fields
• Excellent verbal and written communication skills
• Ability to travel within your territory
• Proven track record in sales and funnel management
Leverage your knowledge and skills to help clients find peace of mind with RBC's trusted services.
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📌 Ottawa Regional Trust Advisor Role
🏢 RBC
📍 Ottawa
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