25 Sep
|
RBC
|
Halifax Regional Municipality
25 Sep
RBC
Halifax Regional Municipality
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 current 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 current 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.
📌 Senior Will And Estate Advisor Position Halifax Regional Municipality
🏢 RBC
📍 Halifax Regional Municipality