Trust Advisor – Indigenous Wealth Management
| Company | Royal Bank of Canada |
|---|---|
| Location | Winnipeg, MB, Canada, Calgary, AB, Canada |
| Salary | $62000 – $105000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Minimum 3-5 years’ experience in financial services or related industry
- Post-secondary degree/diploma or relevant experience
- Knowledge of trust services, and dedication to staying abreast of trust policy, developments, and related issues
- Successful completion of (or willing to complete) the Canadian Securities Course
Responsibilities
- Ensure trust administration is carried out in accordance with the terms of governing documents, trust law, relevant legislation and relevant policy and department objectives, while taking into account client needs.
- Develop and deliver on a business plan and approach within market to attract new business.
- Ensure strategic objectives are known, reviewed often, and that service is customized to each client’s unique needs and circumstances.
- Demonstrate a commitment to taking ownership and accountability in managing client requests.
- Responsible for the management of a team of administrative professionals.
Preferred Qualifications
- Previous experience working with Indigenous communities and/or matters
- Previous experience in trust administration
- Previous experience in investment industry
- Trust and Estate Practitioner ( TEP) designation
- NATOA Trustee Training – Level One