Will and Estate Advisor
City : WINNIPEG, Manitoba, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
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Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
What is the opportunity?
RBC is looking for a Will and Estate Advisor who will be responsible for the due diligence and review of acceptable Will and Power of Attorney/Mandate business within the region. The Advisor will assist in sourcing new Will and Power of Attorney/Mandate appointments assisting with business development and opportunity spotting.
They will also be responsible to provide a superior service experience for both new and existing clients in order to maximize retention as well as will represent Royal Trust as an estate & trust professional within the regional marketplace.
They will also develop and maintain strong and collaborative relationships with key internal and external partners to identify appropriate opportunities and ensure a superior Royal Trust experience in order to uphold and enhance our business profile
What will you do?
- Develop strong working relationships with key internal partners (RT, WCM, ETAs, P&CB) and external Centres of Influence in order to cultivate referral opportunities and to enhance the profile of Royal Trust
- Supports RT staff, Canadian Wealth Management (CWM) partners, Estate and Trust Advisor (ETAs) sales force and Personal & Commercial Banking (P&CB) partners with business development and opportunity spotting, including Will & Power of Attorney/Mandate acquisition activity
- Provides timely and effective client service for existing clients related to their Wills and Power of Attorney/Mandate documents
- Provides superior client service for existing clients and partners in order to ensure retention of appointments
- Assists in sourcing new Will and Power of Attorney/Mandate appointments and other new business opportunities through established relationships with Centres of Influence
- Proactively maintains and assists in growing the portfolio within the Will Bank
- Provides guidance on estate and Will planning issues, ensures that new documents meet internal policy standards and ensures that policies related to Wills are followed
- On occasion, acts as a resource for Royal Trust by providing advice on specific estate and trust legal issues
- Supports and contributes to the Region’s key business objectives/drivers
Must haves
- Advanced knowledge of Wills, estate administration, trust and related administration, 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
- Excellent written, verbal and electronic communication skills
- Computer literate
- Required: Law degree and called to the Bar in one Canadian province or territory
Nice to haves
- Preferred: Possesses or working towards TEP designation
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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to building close relationships with clients
WMRT
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Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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