Will and Estate Advisor

What is the opportunity?

As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary capacity. You will develop and maintain strong collaborative relationships with high-net-worth clients and with key internal and external partners to identify appropriate opportunities and ensure a superior Royal Trust experience. This position can be filled in Qubec, Montral, or Sherbrooke.

What will you do?

• Self-source new will and power of attorney/mandate appointments and other new business opportunities through established relationships with Centres of Influence (accountants, lawyers, trustees, investment consultants, etc.).
• Provide guidance on estate and will planning issues, ensure that new documents meet internal policy standards and ensure that policies related to wills are followed.
• Act as a resource for Royal Trust by providing advice on specific estate and trust legal issues and to internal partners and clients through presentations on estate and will planning.
• Keep current with legislative changes related to estate and trust issues within the applicable governing jurisdiction.
• Provide timely and effective client service for existing clients related to their wills and power of attorney/mandate documents.
• Provide superior client service for existing clients and partners in order to ensure retention of appointments.
• Participate in bank and industry events, to continue to build industry and professional expertise.
• Be an ambassador for Royal Trust as an estate and trust professional within the marketplace.

What do you need to succeed?

Must-have

• Lawyer (member of the Barreau du Qubec) or notary (member of the Chambre des notaires du Qubec)
• Advanced knowledge of wills, estate administration, trust and related administration, and tax rules and planning concepts
• Advanced knowledge of the law related to wills, estates, and trusts
• Experience in will, estate, and trust law, financial planning, trust and estate administration, and relevant taxation, environmental, family, and insurance issues
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• Demonstrated presentation skills

Nice-to-have

• Relationship management/marketing/sales development capabilities
• Established internal and external business network
• Trust and Estate Practitioner (TEP) designation
• Financial planner diploma granted by the Institute of Financial Planning

Whats 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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above