Senior Will and Estate Advisor

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.