Estate And Will Advisor At Rbc Montreal (Canada)

Estate And Will Advisor At Rbc Montreal (Canada)

30 Jul
|
RBC
|
Canada

30 Jul

RBC

Canada

Join RBC Royal Trust as an Estate and Will Advisor, responsible for acquiring wills and powers of attorney while delivering exceptional service. Leverage your legal expertise to guide high-net-worth clients and strengthen key relationships. This full time role based in Montréal requires expertise in wills, estate administration, and trust law. You will self-source opportunities and provide thorough guidance on estate planning, aligning with internal policies.

Your role will foster robust relationships with clients and industry partners to enhance the Royal Trust experience. Key Responsibilities:
Self-source recent will and power of attorney appointments
Advise clients on estate and will planning issues
Provide legal insights on estate and trust matters
Keep current with relevant legislation changes
Offer timely client service regarding wills and documents Requirements:
Lawyer or notary in Québec
Advanced knowledge of wills and estate law
Experience in estate and trust administration
Bilingual in English and French
Demonstrated presentation skills Utilize your legal background to support clients and enhance service excellence at RBC Royal Trust.

📌 Estate And Will Advisor At Rbc Montreal (Canada)
🏢 RBC
📍 Canada

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