Publié il y a 23 jours
Wealth Estate Advisor
@ Royal Trust Corporation of Canada
Mississauga, ON · Hamilton, ON
En bref
Royal Trust Corporation of Canada is hiring a Wealth Estate Advisor in Mississauga to guide client families through estate planning, including Wills, Powers of Attorney and trust instruments. The role involves creating and updating individual estate plans and advising on the appropriate instruments. The posting states a salaried, full-time position of 37.5 hours per week with a comprehensive total rewards program.
Responsabilités :
- Develop and present estate planning guides for agents, groups and individuals
- Take inventory of estate assets and clarify planning goals
- Create, review and update individual estate plans
- Educate clients on wills, trusts, gifts, powers of attorney and other instruments
Résumé des exigences :
- Law degree and membership in the Law Society of British Columbia
- TEP designation or working towards it
- At least 5 years of related experience
- Estate and trust administration experience is an asset
- Canadian Securities Course is an asset
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · workday
- Date publiée par l’employeur
- 2026-10-18
- Première détection par notre source
- 2026-10-19
- Mise à jour du dossier source
- 2026-11-09
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Intermédiaire |
| Domaine | Juridique et conformité |
| Expérience | 5 an(s) et plus |
| Heures par semaine | 37.5 |
| Milieu de travail | Bureau, Chez les clients |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur modéré |
| Langues | English |
| Permis et certifications | TEP designation, Canadian Securities Course |
| Formation | Diplôme professionnel (médecine, droit…) (exigé) |
| Domaines d’études | Law |
| Avantages mentionnés | Horaire flexible, Prime de rendement, Actions ou participation, Rabais employé |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Royal Trust Corporation of Canada
| Champ | Valeur |
|---|---|
| Offres sur Jobsy | 17 |
Job Description
What is the opportunity?
As a 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.
What will you do?
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 goals, needs and desired outcomes.
Creating, reviewing, and periodically updating individual estate plans; providing ongoing recommendations to improve estate planning processes and practices.
Educating and helping to select appropriate estate planning instruments (e.g., wills, trusts, gifts, power of attorney, property ownership, tenancy, second-to-die policies, and other estate planning instruments), interpreting their pros/cons and applicability to individual situations.
What do you need to succeed?
Must haves:
Law degree and be a member of the Law Society of British Columbia
Possess or working towards TEP designation
At least 5 years of related experience
Nice-to-have
Previous experience or general knowledge of estate and trust related administration
Completion of the Canadian Securities Course (CSC)
What’s in it for you?
Your job is to support our clients. Our job is to take care of you. From modern and flexible benefits to unique employee discounts, we offer a variety of tools to make work and life better.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Job Skills
Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job Details
Address:
4 ROBERT SPECK PKY:MISSISSAUGACity:
MississaugaCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-09-09Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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