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Will and Estate Advisor

1 month ago

OTTAWA, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

As a Will and Estate Advisor, you are the rock in a client familyâs relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved oneâs estate plan to navigating family dynamics, the work you do is intimate and critical.

Your purpose-driven work will include the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity. As part of the Royal Trust team, youâll develop strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.

What will you do?

  • 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.

What do you need to succeed?

Must-haveâ

  • Law degree  and be a member of the Law Society of Ontario
  • Possess or working towards TEP designation
  • At least 5 years of related experience
  • Completion of the Canadian Securities Course (CSC)

Nice-to-have

  • Previous experience or general knowledge of estate and trust related administration

Whatâs in it for you?

Your job is to support our clients. Our job is to take care of you. From modern and flexible benefits to unique employee discounts, we offer a variety of tools to make work and life better.

  • 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

Job Skills

Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

90 SPARKS ST:OTTAWA

City:

OTTAWA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-05-28

Application Deadline:

2024-06-12

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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