Senior Will and Estate Advisor Position (Winnipeg)

Senior Will and Estate Advisor Position (Winnipeg)

23 Sep
|
RBC
|
Winnipeg

23 Sep

RBC

Winnipeg

Advance your career as a Senior Will and Estate Advisor at RBC Royal Trust in Halifax, Canada. This role focuses on high-value client relationships and strategic estate planning initiatives.

You will take the lead in sourcing new appointments for wills and mandates while ensuring exceptional service for existing clients. By leveraging your advanced knowledge of estate and trust laws, you will guide clients through complex planning processes, aligning their needs with the latest legislative requirements. Your client-focused approach will position you as a valuable resource within the organization and the community.

Key Responsibilities:



• Acquire new appointments through qualified networks • Advise clients on estate planning and compliance • Stay current with laws affecting estate and trusts • Provide educational presentations to clients and partners • Maintain high levels of client service and retention

Requirements: • Juris Doctor in Canadian Law, registered in one province • Extensive knowledge of wills and estate matters • Proven experience in trust and estate management • Bilingual in English and French • Strong skills in public speaking

Apply your expertise in estate management and client relations to make a significant impact at RBC. #J-18808-Ljbffr

📌 Senior Will and Estate Advisor Position (Winnipeg)
🏢 RBC
📍 Winnipeg

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