Will and Estate Advisor

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.