# Will and Estate Advisor

**Company**: Royal Bank of Canada (RBC)
**Location**: Mississauga, ON
**Experience**: senior
**Job type**: full-time
**Salary**: $67,000.00 - $110,000.00
**Category**: Legal
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MISSISSAUGA-Ontario-Canada/Wealth-Estate-Advisor_R-0000186656-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/will-and-estate-advisor-099c1c4e-3f7/

## Description

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

For more fresh new jobs, check out [yubhub.co](https://yubhub.co/).

## Skills

### Required
- Client Counseling
- Customer Needs
- Customer Service
- Long Term Planning
- Multi-Level Communication

### Nice to have
- estate and trust related administration
- Canadian Securities Course (CSC)

---

Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MISSISSAUGA-Ontario-Canada/Wealth-Estate-Advisor_R-0000186656-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)