RBC · 17 hours ago
Trust Consultant
Minneapolis, MN
Full-time
Onsite
Senior Level, Lead/Staff
$94K/yr - $165K/yr
10+ years expRBC is a leading global bank that aims to provide trusted advice to help clients thrive and communities prosper. The Trust Consultant will drive the positioning and sales of professional trustee services and charitable solutions while serving as a subject matter expert in trust planning and administration. This role involves working closely with financial advisors to identify new trust opportunities and provide guidance on established trusts.
BankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
Benefits
401(k) program with company-matching contributions
Health, dental, vision, life, disability insurance
Paid-time off
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
Globe and Mail
2025-12-27
thecanadianpressnews.ca
2025-12-25
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