Wealth Estate Advisor (Winnipeg)

Wealth Estate Advisor (Winnipeg)

27 Oct
|
RBC Royal Trust
|
Winnipeg

27 Oct

RBC Royal Trust

Winnipeg

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 individualsEducate clients about relevant estate planning subtletiesInventory estate assets and clarify planning goalsCreate, review, and update individual estate plansRecommend appropriate wills, trusts, gifts, and powers of attorneyRequirements:Law degree and Law Society of British Columbia membershipPossess or pursue the TEP designationAt least five years of related experienceEstate and trust administration experience or general knowledge preferredCanadian Securities Course completion preferredApply legal knowledge, estate planning judgment, and client counseling skills as a Will and Estate Advisor with Royal Trust.#J-18808-Ljbffr

📌 Wealth Estate Advisor (Winnipeg)
🏢 RBC Royal Trust
📍 Winnipeg

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