Apply advanced wills and estate law expertise as a Senior Estate Advisor with RBC Royal Trust in Halifax, Canada. Build fiduciary appointments through trusted relationships.
This full time Senior Will and Estate Advisor acquires wills and powers of attorney or mandates appointing Royal Trust. You will advise high-net-worth clients and collaborate with internal and external partners. The work combines estate planning, trust administration, client service, presentations, and relationship development.
Key Responsibilities:
- Source new fiduciary appointments through established professional relationships
- Guide clients on estate and will planning issues
- Review documents against internal policy standards
- Advise partners and clients on estate and trust legal issues
- Maintain timely service for existing will clients
Requirements:
- Canadian law degree and call to a Canadian bar
- Advanced knowledge of wills, estates, trusts, and taxation
- Experience with estate administration and related legal issues
- Demonstrated presentation skills
- Relationship management or business network capabilities preferred
Use estate law, trust administration, and presentation skills to grow Royal Trust appointments and serve Halifax clients.