Royal Bank of Canada

Will and Estate Advisor

Royal Bank of Canada$80K — $100K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Lawyer or notary with relevant membership in Quebec.
  • Advanced knowledge of estate law, tax rules, and planning.
  • Experience in financial planning and trust administration.
  • Bilingual in English and French for client interactions.
  • Demonstrated presentation skills for client and partner engagement.

Responsibilities

  • Self-source new business opportunities through established relationships.
  • Provide expert guidance on estate and will planning issues.
  • Act as a resource for estate and trust legal advice for clients and partners.
  • Stay updated on legislative changes affecting estate and trust issues.
  • Deliver high-quality client service for existing estate documents.
  • Maintain strong relationships to ensure retention of client appointments.
  • Represent Royal Trust at industry events to build professional expertise.

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits.
  • Opportunities to make a meaningful impact in communities.
  • Collaborative and high-performing team environment.
  • Challenging work opportunities to promote professional growth.
Full Job Description
Job Description

What is the opportunity?

As an RBC Royal Trust professional, the Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary capacity. You will develop and maintain strong collaborative relationships with high-net-worth clients and with key internal and external partners to identify appropriate opportunities and ensure a superior Royal Trust experience.

What will you do?
  • Self-source new will and power of attorney/mandate appointments and other new business opportunities through established relationships with Centres of Influence (accountants, lawyers, trustees, investment consultants, etc.).
  • Provide guidance on estate and will planning issues, ensure that new documents meet internal policy standards and ensure that policies related to wills are followed.
  • Act as a resource for Royal Trust by providing advice on specific estate and trust legal issues and to internal partners and clients through presentations on estate and will planning.
  • Keep current with legislative changes related to estate and trust issues within the applicable governing jurisdiction.
  • Provide timely and effective client service for existing clients related to their wills and power of attorney/mandate documents.
  • Provide superior client service for existing clients and partners in order to ensure retention of appointments.
  • Participate in bank and industry events, to continue to build industry and professional expertise.
  • Be an ambassador for Royal Trust as an estate and trust professional within the marketplace.


What do you need to succeed?

Must-have
  • Lawyer (member of the Barreau du Québec) or notary (member of the Chambre des notaires du Québec)
  • Advanced knowledge of wills, estate administration, trust and related administration, and tax rules and planning concepts
  • Advanced knowledge of the law related to wills, estates, and trusts
  • Experience in will, estate, and trust law, financial planning, trust and estate administration, and relevant taxation, environmental, family, and insurance issues
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Demonstrated presentation skills


Nice-to-have
  • Relationship management/marketing/sales development capabilities
  • Established internal and external business network
  • Trust and Estate Practitioner (TEP) designation
  • Financial planner diploma granted by the Institute of Financial Planning


What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work


WMRT

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-16

Application Deadline:

2026-08-17
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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