Trust Consultant

What is the opportunity?

The Trust Consultant will be responsible for driving the positioning and sales of professional trustee services and donor advised funds within assigned territory by cultivating new trust opportunities with platform providers including RBC Trust, City National Trust, Comerica, TrustCorp America (TCA), Midwest Trust Company, American Gift Fund, American Endowment Foundation and National Philanthropic Foundation and additional providers as may be added.

What will you do?

• Positioning trustee services within the wealth planning framework as an essential planning consideration
• Prospecting for new trusts with FAs using seminars, presentations, networking, one-on-one consultations, trust and book of business reviews
• Provide FAs support in identifying potential trust clients through the use of dashboards, opportunity reports and ideal/targeted client discussions
• Act as liaison between our trust partners and the advisors
• Serve as the subject matter expert in client meetings while coaching and modeling to an ideal wealth planning client experience.
• Provide guidance to advisors and their clients on the technical aspects of established trusts.
• Recruiting and onboarding new advisor's established trust business.
• Educate and coach RBC Wealth Management's FA, Client Strategies Team and other product and support teams on trust and giving strategies and opportunities

What do you need to succeed?

Must-have

• Minimum of 10 years Financial Services industry experience with specific personal trust expertise
• Understanding of planning concepts including expertise in estate planning
• Excellent understanding of the financial services industry and branch office/financial advisor responsibilities
• Minimum of four-year college degree
• Willingness to work on appropriate industry licenses and/or other appropriate industry designations (CTFA/CFP/ChFC)
• Strong oral and written communication skills, including proven presentation development and delivery skills
• Strong customer service perspective, style and understanding of relationship selling
• Proficiency with Microsoft Excel, Word, PowerPoint, Sales Force and Outlook

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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 build close relationships with clients.

The expected salary range for this particular position is $110,000-$190,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC's high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Additional Job Details

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.