Job Description

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 partnersExecute consistent national activities to promote and raise awareness of RBC Royal Trust products and solutionsDeepen customer loyalty while leveraging full RBC Group of Companies’ capabilitiesEnsure all RBC policies are adhered to in your interactions and employ due diligence in all activitiesPartner 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 HaveCollege or Undergraduate degree4–7 years of related experience in the financial services industry and/or sales, including funnel management, tools and tracking, preferably related to Estates and TrustsPossess or working towards the Certified Executor Advisor designationAbility to travel within region and reside in Calgary

Nice to HaveCertified Financial Planner (CFP) or Personal Financial Planner (PFP) designationSuccessful 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 applicableLeaders who support your development through coaching and managing opportunitiesAbility 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

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:

2025-08-05

Application Deadline:

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.