Will and Estate Advisor

As a Will and Estate Advisor, you are the rock in a client family's relationship during one of the most difficult, stressful, and emotional times in their lives.

Your purpose-driven work will include the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity.

Responsibilities

• Developing and presenting an overall estate planning and review guide for agents, groups and individuals; educating them on relevant subtleties.
• Providing a process to take inventory, record estate assets, clarify individual planning goals, needs and desired outcomes.
• Creating, reviewing, and periodically updating individual estate plans; providing ongoing recommendations to improve estate planning processes and practices.
• Educating and helping to select appropriate estate planning instruments (e.g., wills, trusts, gifts, power of attorney, property ownership, tenancy, second-to-die policies, and other estate planning instruments), interpreting their pros/cons and applicability to individual situations.

Requirements

• Law degree and be a member of the Law Society of British Columbia
• Possess or working towards TEP designation
• At least 5 years of related experience

Nice-to-have

• Previous experience or general knowledge of estate and trust related administration
• Completion of the Canadian Securities Course (CSC)

What's in it for you?

• 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