Senior Consultant, Wills and Trusts Resource Group

RBC; Toronto; On-site; CAD 150,000 - 200,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Senior Consultant for its Wills and Trusts Resource Group to provide legal support on estate and trust account administration. The ideal candidate will have over 5 years of experience in the estate and trust industry, with strong interpersonal skills. This role offers competitive salary and benefits in a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Professional development opportunities

Qualifications

• 5+ years experience in the estate and trust industry.
• Ability to work well independently and in a team environment.
• Strong interpersonal and time management skills.

Responsibilities

• Conduct legal research and provide guidance on estate issues.
• Act as subject matter expert for Wealth Management Canada.
• Mentor junior consultants on legal issues.

Skills

Common Law

Consulting

Customer Needs

Customer Service

Problem Solving

Education

Common Law degree

Tools

Legal Research

Job description

Job Description

What is the opportunity?

As a member of the Wills and Trusts Resource Group (WTRG) under the Professional Practice Group, the Senior Consultant will be part of the centre of technical and legal expertise on fiduciary matters for Royal Trust and other Canadian Wealth Management businesses. The role will primarily involve legal support, analysis and recommendations to RBC Canadian Wealth Management businesses on estate, trust and power of attorney account administration and maintenance issues.
The position will support revenue generation through retention of funds by improving the client experience on estate settlements and the opening of new trust accounts, and will help minimize risk and promote consistency in business practices across RBC Canadian Wealth Management.

What will you do?

• Conduct legal research, analyze and provide guidance on estate, trust and power of attorney issues escalated by the Canadian Wealth Management businesses and functional groups utilizing knowledge of relevant jurisdictional laws and principles and prioritize escalation of estate and trust account issues based on urgency of issue to provide timely recommendations
• Act as subject matter expert and support Wealth Management Canada businesses on estate, trust and power of attorney initiatives, policy development to manage risk and promote consistency in business practices across all lines of businesses
• Act as coach and mentor to junior consultants/consultants and to third party vendor on legal issues and documentation review and to be the first point of contact for consultants and junior consultants on legal and risk related issues and questions
• Accountable to remain current in developments in the area of fiduciary law (common law or civil law as appropriate)
• Represent WTRG and RBC Wealth Management at periodic internal and external seminars and participate in thought leadership activities (publications, presentations, etc.)
• Identify trends in estate, trust and power of attorney account related issues and assist the business in developing policies and procedures to address identified issues and gaps

What do you need to succeed?

Must Have

• Common Law degree and called to the bar in a Canadian common lawprovince
• 5+ years experience in the estate and trust industry and legal training
• Ability to work well independently as well as in a team environment
• Strong interpersonal skills, time management skills and ability to work underpressure
• Excellent written, verbal and electronic communication skills
• Exhibits sound judgment and problem solving skills
• Demonstrated ability to self manage, think independently and analyzecomplex issues
• Willingness to participate in continued learning of both civil and common lawestate and trust concepts and principles

Nice to Have

• Trust designation preferred (MTI or TEP)
• Bilingual

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
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact

WMRT

Job Skills

Common Law, Consulting, Customer Needs, Customer Service, Customer Service Management, Decision Making, Legal Research, Long Term Planning, Perseverance and Follow-Through, Problem Solving

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-08-26

Application Deadline:

2025-09-23

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

Inclusion and Equal Opportunity Employment

At 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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