Guide families through estate planning with Royal Trust in Mississauga, applying legal expertise, client counseling, and long-term planning skills.
As a Will and Estate Advisor, you support clients during difficult estate transitions. You acquire Wills and Powers of Attorney appointing Royal Trust in a fiduciary capacity. You also develop relationships and provide comprehensive overviews of RBC products and solutions for present and future needs.
Key Responsibilities: Present estate planning guides to agents, groups, and individuals
Educate clients about relevant estate planning subtleties
Inventory estate assets and clarify planning goals
Create, review, and update individual estate plans
Recommend appropriate wills, trusts, gifts, and powers of attorney
Requirements: Law degree and Law Society of British Columbia membership
Possess or pursue the TEP designation
At least five years of related experience
Estate and trust administration experience or general knowledge preferred
Canadian Securities Course completion preferred
Apply legal knowledge, estate planning judgment, and client counseling skills as a Will and Estate Advisor with Royal Trust.

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📌 Will and Estate Advisor (Ontario)
🏢 RBC
📍 Ontario