Estate Planning Advisor at RBC Royal Trust
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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.