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 skilled 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.