Guide families through estate planning with Royal Trust in Mississauga, applying legal expertise, client counseling, and long-term planning skills.
As a Will and Estate Advisor, you support clients during difficult estate transitions. You acquire Wills and Powers of Attorney appointing Royal Trust in a fiduciary capacity. You also develop relationships and provide comprehensive overviews of RBC products and solutions for present and future needs.
Key Responsibilities:
- Present estate planning guides to agents, groups, and individuals
- Educate clients about relevant estate planning subtleties
- Inventory estate assets and clarify planning goals
- Create, review, and update individual estate plans
- Recommend appropriate wills, trusts, gifts, and powers of attorney
Requirements:
- Law degree and Law Society of British Columbia membership
- Possess or pursue the TEP designation
- At least five years of related experience
- Estate and trust administration experience or general knowledge preferred
- Canadian Securities Course completion preferred
Apply legal knowledge, estate planning judgment, and client counseling skills as a Will and Estate Advisor with Royal Trust.
Will and Estate Advisor in Mississauga employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
