Will & Estate Advisor

Job Summary

Job Description

What is the opportunity?

You will be responsible for the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity.

You will develop and maintain strong collaborative relationships with High-Net-Worth clients and key internal & external partners;

and provide exceptional advice.

What will you do?

• Self-sources new Will and Power of Attorney appointments and other new business opportunities through established relationships with Partners and Centres of Influence
• Provides advice on will planning issues, ensures that new documents meet internal policy standards
• Develops strong working relationships with key internal partners and external Centres 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

What do you need to succeed?

Must-have :

• Law Degree and called to the Bar in one Canadian province or territory
• Advanced knowledge of wills, estate administration, trust and related administration, tax rules and planning concepts
• Advanced knowledge of common law related to wills, estates and trusts
• Experience in will, estate, and trust law, financial planning, trust & estate administration, and relevant taxation, environmental, family and insurance
• Excellent written, verbal, and electronic communication skills
• Excellent presentation skills
• Preference for Mandarin Speaking
Nice-to-have :
• STEP
• STEP
• Proficiency with Microsoft Office

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• 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
• A world-class training program in financial services
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills