Trust Consultant

Job Summary

Job Description

What is the opportunity?

The Trust Consultant will be responsible for driving the positioning and sales of professional trustee services and charitable solutions within assigned territory by working with financial advisors to cultivate new trust opportunities using a menu of trustee and charitable partners. This position is also local subject matter expert to answer general questions on trust planning and administration.

What will you do?

• Positioning trustee and philanthropic services within the wealth planning framework as an essential planning consideration
• Prospecting for new trusts with FAs using seminars, presentations, networking, one-on-one consultations, trust and book of business reviews
• Provide FAs support in identifying potential trust clients through the use of dashboards, opportunity reports and ideal/targeted client discussions
• Act as liaison between our trust partners and the advisors
• Serve as the subject matter expert in client meetings while coaching and modeling to an ideal wealth planning client experience.
• Provide guidance to advisors and their clients on the technical aspects of established trusts.
• Recruiting and onboarding new advisor’s established trust business.
• Educate and coach RBC Wealth Management’s FA, Client Strategies Team and other product and support teams on trust and giving strategies and opportunities
  
  

What do you need to succeed?

Must-have

• Minimum of 10 years Financial Services industry experience with specific personal trust expertise
• Understanding of planning concepts including expertise in estate planning
• Excellent understanding of the financial services industry and branch office/financial advisor responsibilities
• Minimum of four-year college degree
• Strong oral and written communication skills, including proven presentation development and delivery skills
• Strong customer service perspective, style and understanding of relationship selling
• Proficiency with Microsoft Excel, Word, PowerPoint, Sales Force and Outlook
• Ability to travel a minimum of 35% of the time. Coverage includes branches in over 10 states.
  
  

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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 build close relationships with clients.
  
  

For AZ, the expected salary range for this particular position is $85,000-$150,000, depending on your experience, skills, and registration status, market conditions and business needs

For CO, the expected salary range for this particular position is $85,000-$150,000, depending on your experience, skills, and registration status, market conditions and business needs

For CA, the expected salary range for this particular position is $110,000-$190,000, depending on your experience, skills, and registration status, market conditions and business needs

For NV, the expected salary range for this particular position is $85,000-$150,000, depending on your experience, skills, and registration status, market conditions and business needs

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value
  
  

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:

345 CALIFORNIA STREET:SAN FRANCISCO

City:

San Francisco

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-04-10

Application Deadline:

2025-05-09

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.

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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