Posted 10 days ago
Trust Officer
@ Royal Trust Corporation of Canada
Halifax, Nova Scotia
Overview
Royal Trust Corporation of Canada is hiring a full-time Trust Officer in Halifax to manage estate, trust and protection mandate accounts for high net worth clients. The role covers client relationship management, cross-selling, mentoring team members and referring clients across the RBC network. The posting states 37.5 hours per week, a salaried role and a compensation package including bonuses, commissions and flexible benefits.
Responsibilities:
- Manage estate, trust and protection mandate accounts
- Develop client contact strategies and documented client action plans
- Identify referral opportunities across the RBC network
- Assist and mentor team members through coaching and training
Requirements summary:
- 2 to 4 years of related experience
- College or undergraduate degree
- STEP certification or working towards it (asset)
- Knowledge of estate and trust administration (asset)
Tools & skills
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-10-27
- First seen by our source
- 2026-10-28
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Business development |
| Experience | 2+ years |
| Hours per week | 37.5 |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Licences & certifications | STEP certification |
| Education | College diploma (required), Bachelor’s degree (required) |
| Perks mentioned | Flexible hours, Performance bonus, Stock or equity |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Royal Trust Corporation of Canada
| Field | Value |
|---|---|
| Open jobs on Jobsy | 15 |
Job Description
What is the opportunity?
As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net worth (HNW) portfolio of clients. By leveraging cross-selling opportunities, you will manage and develop strong relationships with existing and prospective clients and centres of influence.
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?
- Handle estate, trust, and protection mandate accounts
- Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
- Develop proactive client contact strategies to ensure the broadening of the client relationship to the next generation and with RBC Wealth Management
- Ensure client strategic objectives are known and reviewed, and a documented client action plan is set up customized to the client’s unique situation
- Identify any referral opportunities to appropriate professionals across the RBC network
- Ensure the process for obtaining new business is efficient and seamless for the client and their professional advisors
- Demonstrate a commitment to taking ownership and accountability for efficient client problem resolution
- Responsible for overall client relationship management and acting as the representative of the client portfolio
- Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities
What do you need to succeed?
Must haves:
- 2 - 4 years of related experience
- College or Undergraduate degree
Nice-to-have
- 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, 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 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
Job Skills
Commercial Acumen, Customer Service Management, Decision Making, Negotiation, Performance Management (PM), Perseverance and Follow-Through, Process Management, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team ManagementAdditional Job Details
Address:
1959 UPPER WATER ST, UNIT 1400:HALIFAXCity:
HalifaxCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-28Application Deadline:
2026-11-11Note: 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.
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