Senior Will & Estate Advisor

Overview

As a Senior Will and Estate Advisor, you are the rock in a client family’s relationship during one of the most difficult, stressful, and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one’s estate plan to navigating family dynamics, the work you do is intimate and critical.

Your purpose-driven work will include the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity. As part of the Royal Trust team, you’ll develop strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.

Responsibilities

• Developing and presenting an overall estate planning and review guide for agents, groups and individuals; educating them on relevant subtleties.
• Providing a process to take inventory, record estate assets, clarify individual planning goal...