Royal Trust Advisor

What is the opportunity?

As a Royal Trust Advisor, you will promote RBC Royal Trust products and solutions to RBC partners within your marketplace. You will work together with internal stakeholders to help them meet their clients’ needs. You are a seasoned sales professional as well as a team player, which is an important skill in this role as success is dependent on working in co-operation with others.

By joining RBC Royal Trust, you will have direct impact on improving the lives of clients by helping settle their estates, protecting their legacies, and improving the communities in which they live. We are a team committed to helping clients achieve peace of mind now and for the future.

Please visit: https://royaltrust.rbcwealthmanagement.com for more information.

What will you do?

• Promote RBC Royal Trust products and solutions to RBC partners
• Execute consistent national activities to promote and raise awareness of RBC Royal Trust products and solutions
• Deepen customer loyalty while leveraging full RBC Group of Companies’ capabilities
• Ensure all RBC policies are adhered to in your interactions and employ due diligence in all activities
• Partner successfully with internal and external clients and endeavor to meet Work closely with regional teams to ensure a seamless client experience

What do you need to succeed?

Must Have

• College or Undergraduate degree
• 4–7 years of related experience in the financial services industry and/or sales, including funnel management, tools and tracking, preferably related to Estates and Trusts
• Possess or working towards the Certified Executor Advisor designation
• Ability to travel within region and reside in Calgary

Nice to Have

• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation
• Successful completion of the Canadian Securities Course (CSC)
• Possess or working towards STEP Certification/Designation
• Previous experience or general knowledge of estate and trust related administration

What’s in it for you?

We thrive on the challenge to be our best, progressively 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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 take on progressively greater accountabilities

WMRT

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

335 8 AVE SW:CALGARY Calgary Canada 37.5 Full time WEALTH MANAGEMENT Regular Salaried 2025-08-05 2025-08-30

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.