Job Description

Job SummaryWhat is the opportunity?As a Will and Estate Advisor, you are the rock in a client family\xe2\x80\x99s relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one\xe2\x80\x99s 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\xe2\x80\x99ll 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?

• Developing and presenting an overall estate planning and review guide for agents, groups and individuals; educating them on relevant subtleties.
• Providing a process to take inventory, record estate assets, clarify individual planning goals, needs and desired outcomes.
• Creating, reviewing and periodically updating individual estate plans; providing ongoing recommendations to improve estate planning processes and practices.
• Educating and helping to select appropriate estate planning instruments (e.g., wills, trusts, gifts, power of attorney, property ownership, tenancy, second-to-die policies and other estate planning instruments), interpreting their pros/cons and applicability to individual situations.

What do you need to succeed?Must-have\xe2\x80\x8b

• Law degree and be a member of the Law Society of Ontario
• Possess or working towards TEP designation
• At least 5 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\xe2\x80\x99s 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 Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job DetailsAddress: 90 SPARKS ST:OTTAWACity: OTTAWACountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-05-28Application Deadline: 2024-06-12Inclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .

Royal Bank of Canada