29 Sep
|
RBC
|
Halifax Regional Municipality
29 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 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 current appointments through professional networksAdvise clients on estate planning and complianceStay current with laws affecting estate and trustsProvide educational presentations to clients and partnersMaintain high levels of client service and retentionRequirements:Juris Doctor in Canadian Law, registered in one provinceExtensive knowledge of wills and estate mattersProven experience in trust and estate managementBilingual in English and FrenchStrong skills in public speakingApply 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