Estate Planning Advisor

2 weeks ago

Ottawa, Ontario, Canada Royal Trust Corporation of Canada Full time

Job Opportunity:

As a Will and Estate Advisor at Royal Trust Corporation of Canada, you will play a critical role in supporting clients during a challenging and emotional time in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through estate plans, navigating family dynamics, and developing 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.

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