Senior Will and Estate Advisor
Job Summary
Job Description
What is the opportunity?
As a (Senior) Will and Estate Advisor, you are the rock in a client family’s relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one’s estate plan to navigating family dynamics, the work you do is intimate and critical.
Your purpose-driven work will include the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity. As part of the Royal Trust team, you’ll develop strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.
What will you do?
• Self-source new Will and Power of Attorney appointments and other new business opportunities through established relationships with Centers of Influence
• Provide advice on will planning issues, ensures that new documents meet internal policy standards
• Develop strong working relationships with key internal partners and external Centers of Influence
• Act as a resource by providing advice on specific estate and trust legal issues
• Keep current with legislative changes related to estate & trust issues within the applicable governing jurisdiction
• Provide timely and effective client service for existing clients relative to their Wills and Powers of Attorney documents
• Provides superior client service for existing clients and partners in order to ensure retention of appointments
• Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities (as applicable)
What do you need to succeed?
Must-have
• Law degree and be a member of the Law Society of Ontario
• Possess or working towards TEP designation
• At least 7 years of related experience
• Completion of the Canadian Securities Course (CSC)
Nice-to-have
• Previous experience or general knowledge of estate and trust related administration
What’s in it for you?
Your job is to support our clients. Our job is to take care of you. From modern and flexible benefits to unique employee discounts, we offer a variety of tools to make work and life better.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
Job Skills
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37. 5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Commission, Salaried
Posted Date:
2024-04-22
Application Deadline:
2024-05-20
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Job Description
What is the opportunity?
As a (Senior) Will and Estate Advisor, you are the rock in a client family’s relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one’s estate plan to navigating family dynamics, the work you do is intimate and critical.
Your purpose-driven work will include the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity. As part of the Royal Trust team, you’ll develop strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.
What will you do?
• Self-source new Will and Power of Attorney appointments and other new business opportunities through established relationships with Centers of Influence
• Provide advice on will planning issues, ensures that new documents meet internal policy standards
• Develop strong working relationships with key internal partners and external Centers of Influence
• Act as a resource by providing advice on specific estate and trust legal issues
• Keep current with legislative changes related to estate & trust issues within the applicable governing jurisdiction
• Provide timely and effective client service for existing clients relative to their Wills and Powers of Attorney documents
• Provides superior client service for existing clients and partners in order to ensure retention of appointments
• Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities (as applicable)
What do you need to succeed?
Must-have
• Law degree and be a member of the Law Society of Ontario
• Possess or working towards TEP designation
• At least 7 years of related experience
• Completion of the Canadian Securities Course (CSC)
Nice-to-have
• Previous experience or general knowledge of estate and trust related administration
What’s in it for you?
Your job is to support our clients. Our job is to take care of you. From modern and flexible benefits to unique employee discounts, we offer a variety of tools to make work and life better.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
Job Skills
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
37. 5
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Commission, Salaried
Posted Date:
2024-04-22
Application Deadline:
2024-05-20
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
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