Senior Will and Estate Advisor

Royal Bank of Canada Voir toutes les offres

Calgary, AB
Permanent
Temps-plein

Il y a 7 jours

Job DescriptionWhat 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.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 Alberta
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

WMRTJob Skills Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job DetailsAddress: 335 8 AVE SW:CALGARYCity: CalgaryCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: Commission, SalariedPosted Date: 2026-04-09Application Deadline: 2026-05-02Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.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 .RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Royal Bank of Canada

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