Estate and Trust Advisor

Job Description

What is the opportunity?

As the Estate and Trust Advisor, you are a seasoned sales professional who will promote RBC Royal Trust Services capabilities and product awareness to the RBC Canadian Banking and RBC Wealth Management segment within your marketplace by assisting partners in identifying potential opportunities and partnering with them to meet their client needs. You will be a mobile professional and will support the Alberta region.

What will you do?

• Use a collaborative partnership approach with other Estate and Trust Advisor's to provide coverage and support to Canadian Banking and select Wealth Management offices across Atlantic Canada.
• You will promote Estate and Trust (E&T) Services to the RBC Personal & Canadian Banking and RBC Wealth Management segment. You will partner with Financial Planners, IRPs (Investment Retirement Planners) and RBC Dominion Securities Investment Advisors to build awareness of Royal Trust products and services.
• You will be responsible for executing nationally consistent activities to promote and raise awareness of Royal Trust services and products
• Deepen customer loyalty while leveraging full RBC Financial Group capabilities.
• By following due diligence, you will ensure all RBC policies are adhered to in your interactions
• Using your ability to partner successfully with internal and external clients you will endeavor to meet and exceed key sales objectives

What do you need to succeed?

Must Have

• University Degree or equivalent 5 years + related experience in the financial services industry
• TEP, (Trust and Estates Practitioner ), PFP (Personal Financial Planner) or Law Degree – moved from 'Nice to Have' section
• A minimum of 5 years proven sales experience, including funnel management, tools and tracking
• General knowledge of trust and estate related administration
• Ability to travel within Region
• Ability to work towards successful completion of the Certified Executor Advisor
• Written and verbal communication skills in English

Nice to Have

• CFP (Certified Financial Planner)
• Canadian Securities Course completion
• Previous experience in the Estate and Trust field
• Experience within legal field

What's in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
• 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 and high level of autonomy
• Financial strength and strong brand
• Dynamic and cultural team environment

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

Address:

335 8 AVE SW:CALGARY

City:

Calgary

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-04-14

Application Deadline:

2026-05-06

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.