Estate Planning Advisor at RBC Royal Trust

1 day ago

Halifax, Halifax County, Canada RBC Full-time €90,000 - €130,000 Contract
Enhance your career with RBC Royal Trust as an Estate Planning Advisor focusing on wills and powers of attorney. Build relationships with high-net-worth clients and ensure compliance with estate regulations. As a Will and Estate Advisor for RBC Royal Trust in Halifax, you will develop enduring connections with high-net-worth clients while driving new business through established networks. With a strong foundation in wills, estates, and trust law, you will advise clients on legal matters, ensuring all documents meet stringent policy standards.

Key Responsibilities
• Self-source new will and power of attorney appointments
• Guide clients on estate planning and policy compliance
• Provide legal advice on estate and trust issues
• Stay updated on relevant legal and legislative changes
• Deliver exceptional service to retain client appointments

Requirements:
• Canadian Law Degree and bar admission in a province
• Advanced knowledge of wills and estate laws
• Experience in financial planning and estate administration
• Bilingual in English and French required
• Strong presentation skills Leverage your expertise in estate planning and client relations to thrive at RBC Royal Trust.