Estate Planning Advisor at RBC Royal Trust

2 days ago

Halifax, Nova Scotia, Canada RBC Full-time

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.