![Royal Bank of Canada>](https://contents.bebee.com/companies/ca/royal-bank-of-canada/avatar-WhnRm.png)
Will and Estate Advisor
2 weeks ago
Job Summary
Job Description
What is the opportunity?
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. From guiding heirs and beneficiaries through a departed loved one's 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, you'll 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-have
- 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
What's 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 ServicesAdditional Job Details
Address:
90 SPARKS ST:OTTAWACity:
OTTAWACountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Wealth ManagementJob Type:
RegularPay Type:
SalariedPosted Date:
Application Deadline:
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.
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at
-
Advisor
2 weeks ago
Ottawa, Ontario, Canada Cresa Vancouver Full timeWe are seeking to hire a licensed Advisor in Corporate Real Estate, to assist in our efforts to grow our presence in Ottawa. The successful candidate will have the opportunity to collaborate with and obtain guidance from seasoned professional advisors in order to achieve mutual goals on individual and company growth.ResponsibilitiesQuick grasp and...
-
Advisor, Real Estate
2 weeks ago
Ottawa, Ontario, Canada Tiree Full timeJoin Us In Building for the FutureInnovative Solutions. Tailored Approach. Endless Enthusiasm.Powered by challenge and collaboration, we bring innovative solutions, a tailored approach, and endless enthusiasm to supporting world-class infrastructure projects across the globe. We are innovators, problem solvers, and best in class corporate real estate...
-
Advisor, Real Estate
2 weeks ago
Ottawa, Ontario, Canada Tiree Full timeInnovative Solutions. Tailored Approach. Endless Enthusiasm. Powered by challenge and collaboration, we bring innovative solutions, a tailored approach, and endless enthusiasm to supporting world-class infrastructure projects across the globe. We are innovators, problem‐solvers, and best‐in‐class corporate real estate specialists and project...
-
Estate and Trust Administrator
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 172428Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Trust Administrator is provides administrative support to the Trust Officer (TO) ensuring timely and high quality administration of Estates and Trusts. This position contributes to maintaining high standards of client service,...
-
Associate, Investment Advisor
2 weeks ago
Ottawa, Ontario, Canada Richardson GMP Ltd. Full timeAs a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We want to be the brand of choice for Canada's top advisors and their high-net-worth clients. We also have an ambitious...
-
Business Advisor
2 weeks ago
Ottawa, Ontario, Canada Employment and Social Development Canada Full timeBusiness Advisor (Ottawa) / Regional Advisor (Regional Offices)Reference number: EXT24J Selection process number: 23-EXT-EA-MB Global Affairs Canada- International Business Development, Investment and Innovation Branch - BFMCalgary(Alberta),Edmonton(Alberta),Vancouver(Br
-
Analyst/advisor
2 weeks ago
Ottawa, Ontario, Canada RFP Solutions Inc. Full timeJob Title: Analyst / Advisor (National Capital Region)The Analyst/Advisor will work to support the development, implementation, and fairness of procurement strategies, processes and tools that assist our clients in establishing compliant and effective contracting mechanisms and operations.Analyst/Advisor Responsibilities:The main responsibilities of the...
-
Monitoring and Evaluation Advisor
2 weeks ago
Ottawa, Ontario, Canada World University Service of Canada (WUSC) Full timeAssignment Type: Canadian International Volunteer AssignmentEligibility Requirements: Open to Canadian citizens and permanent residents of Canada onlyPartner: Tea Association of Malawi LimitedCountry: MalawiDuration: 4 to 12 months (flexible)Time Commitment: Full TimeAssignment ContextAre you passionate about improving livelihoods and empowerment of women in...
-
Associate Investment Advisor
2 weeks ago
Ottawa, Ontario, Canada Richardson GMP Ltd. Full timeApril 22, 2024 About Us: As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada's best investment advisors. We've embarked on an exciting growth phase – a multi-year transformational journey to...
-
Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada Financial Health Partners Full timeJoin Our Team as a Financial Advisor - Unlimited Income Potential AwaitsAre you a driven individual with a passion for financial services and a relentless determination to succeed? Are you ready to take your career to new heights in a dynamic and rewarding environment? If so, we want you to join our team as a Financial Advisor at Financial Health Partners.At...
-
Translator Language Advisor
2 weeks ago
Ottawa, Ontario, Canada Public Services and Procurement Canada Full timePublic Services and Procurement Canada - TB-BT Translation Bureau - Parliamentary Translation DirectorateOttawa (Ontario)TR-03$86,457 to $109,635For further information on the organization, please visit Public Services and Procurement Canada How to Apply Bureau de la traductionSelfdeclaration: Want to learn more?Closing date: 14 March :59, Pacific TimeWho...
-
Mortgage Advisor
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189474 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose: As a Home Financing Advisor (HFA) you will be responsible for maximizing the development of residential mortgage business from...
-
Advisor
2 weeks ago
Ottawa, Ontario, Canada Cresa Full timeResponsibilities Quick grasp and understanding of company niche and market advantages offered by Cresa's Ottawa office to convey these advantages to prospects Heavy prospecting for new client relationships via phone, networking, and digital media marketing contact and communication Learn and sharpen presentation skills to win business Negotiation of...
-
Advisor Assistant Iiroc
2 weeks ago
Ottawa, Ontario, Canada Scotiabank Full timeRequisition ID: 175406Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Management has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team in Ottawa,ONReporting to the Manager, Regional Administration, as a Client Service Associate, you will...
-
Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Financial Advisor
2 weeks ago
Ottawa, Ontario, Canada CIBC Full timeWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...
-
Client Advisor
2 weeks ago
Ottawa, Ontario, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Executive Assistant
2 weeks ago
Ottawa, Ontario, Canada Marcus And Millichap Full timeTop performing and award-winning Brokerage team seeking an Executive Assistant to support a Senior Managing Director Investments of Marcus & Millichap based in Ottawa . Executive needs a true right hand to handle daily operations allowing him to operate at his peak performance. While this role is in the real estate industry, it is not a requirement to have a...
-
Executive Advisor to the Vice-President
2 weeks ago
Ottawa, Ontario, Canada Automotive and Surface Transportation Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Priority may be given to the following designated employment equity groups:Indigenous peoples* (First Nations, Inuit and Métis), persons with disabilities and racialized persons*.The Employment Equity Act, which is...
-
National Advisor, Institutional Giving
2 weeks ago
Ottawa, Ontario, Canada Canadian Parks And Wilderness Society (CPAWS) Full timeIf you are passionate about nature conservation and making a meaningful impact, we'd love to hear from youWe value each employee's creativity and innovation and offer a collegial work environment, professional development opportunities, and a generous benefits package.ResponsibilitiesThe National Institutional Giving Advisor will oversee CPAWS' Corporate and...