Will and Estate Advisor (Mississauga)

Will and Estate Advisor (Mississauga)

22 Oct
|
RBC
|
Mississauga

22 Oct

RBC

Mississauga

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.

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

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