Will and Estate Advisor

Job Summary

Fournir des services-conseils aux agents et agentes et aux particuliers clients sur la façon de préparer un plan de liquidation d'une succession et de l'administrer au moyen de testaments, de fiducies, de dons, de procurations et d'autres instruments de planification de succession.

S'appuyer sur son expérience et un ensemble éprouvé de pratiques, de connaissances et d'aptitudes pour réaliser différentes affectations.

Job Description

What is the opportunity?

As a 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.

Role may be based out of Regina or Saskatoon*

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

• Law degree and be a member of the Law Society of Saskatchewan
• Possess or working towards TEP designation
• At least 1-3 years of related experience

Nice-to-have

• Previous experience or general knowledge of estate and trust related administration
• Completion of the Canadian Securities Course (CSC)

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

WMRT

Job Skills

Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address :

REGINA MAIN BRANCH, 2010 11 AVE : REGINA

City : REGINA

REGINA

Country : Canada

Canada

Work hours / week : 37.5

37.5

Employment Type : Full time

Full time

Platform : WEALTH MANAGEMENT

WEALTH MANAGEMENT

Job Type : Regular

Regular

Pay Type : Salaried

Salaried

Posted Date : 2024-07-31

2024-07-31

Application Deadline :

2024-09-28

I nclusion 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.