Estate Planning Advisor

4 weeks ago


Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time
Job Title: Will and Estate Advisor

About the Role:

As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships to provide comprehensive solutions.

Key Responsibilities:

  • Develop and present estate planning guides for agents, groups, and individuals, educating them on relevant subtleties.
  • Provide a process to take inventory, record estate assets, clarify individual planning goals, needs, and desired outcomes.
  • Create, review, and update individual estate plans, offering ongoing recommendations to improve estate planning processes and practices.
  • Educate and assist in selecting appropriate estate planning instruments, interpreting their pros and cons, and applicability to individual situations.

Requirements:

  • Law degree and membership in the Law Society of Ontario.
  • Possession or working towards TEP designation.
  • At least 5 years of related experience.
  • Completion of the Canadian Securities Course (CSC).

What We Offer:

  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • The ability to make a lasting impact and contribute to a dynamic, collaborative, and high-performing team.

Job Skills:

  • Consulting, customer needs, customer service, customer service management, group problem-solving, long-term planning, multi-level communication, product services.

About Royal Trust Corporation of Canada:

We are a leading provider of wealth management and estate planning services, committed to building inclusive teams and an equitable workplace for our employees. We strive to provide an accessible candidate experience and promote diversity and inclusion for innovation and growth.



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