# Senior Will and Estate Advisor

**Company**: RBC Royal Trust
**Location**: Halifax, UNIT 1400:HALIFAX
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1959-UPPER-WATER-ST-UNIT-1400HALIFAX/Senior-Will-and-Estate-Advisor_R-0000187285?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_23bb9d96-f4b

## Description

As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for acquiring 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.

**Responsibilities:**

- 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.

**Requirements:**

- Canadian Law Degree and called to the bar in at least one Canadian province or territory.

- 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.

- Demonstrated presentation skills.

**Nice-to-haves:**

- Relationship management/marketing/sales development capabilities.

- Established internal and external business network.

- Trust and Estate Practitioner (TEP) designation.

- Financial planner designation.

**What's in it for you?**

- 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.

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## Skills

### Required
- Canadian Law Degree
- wills
- estate administration
- trust administration
- tax planning

### Nice to have
- relationship management
- marketing
- sales development
- Trust and Estate Practitioner (TEP)
- financial planner

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/1959-UPPER-WATER-ST-UNIT-1400HALIFAX/Senior-Will-and-Estate-Advisor_R-0000187285?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)