Senior Will and Estate Advisor

RBC; Halifax; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Bonuses

Flexible benefits

Stock options

Competitive compensation

Job summary

RBC Halifax seeks a Senior Will and Estate Advisor to lead acquisition of wills and POA mandates, building strong relationships with high-net-worth clients and partners. You will guide estate planning, ensure policy compliance, and present on estate matters to internal teams and clients.

Role requires Canadian law training, bar admission, and deep knowledge of wills, estates, trusts, and tax planning, with demonstrated presentation and relationship skills.

Qualifications

• Canadian law degree and bar admission in at least one Canadian province or territory.
• Advanced knowledge of wills, estate administration, trusts and related tax planning concepts.
• Experience in wills, estates and trusts law with related taxation issues.
• Demonstrated presentation skills.
• Ability to develop relationships with high-net-worth clients and external partners.

Responsibilities

• Self-source new will and POA/mandate appointments and other new business opportunities.
• Provide guidance on estate and will planning, ensure documents meet policy standards.
• Advise internal partners and clients on estate and trust issues via presentations.
• Keep current with changes in estate and trust law within applicable jurisdictions.
• Provide timely client service for wills and POA/mandate documents.
• Ensure retention of appointments through superior client service.
• Participate in bank and industry events to build expertise.
• Act as an ambassador for Royal Trust in the marketplace.

Skills

Presentation skills

Relationship management

Estate law knowledge

Education

Canadian law degree

Bar admission in Canada

Job description

Job Description

What is the opportunity?

As an RBC Royal Trust professional, the Senior 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 haves:

• Canadian Law Degree and called to the bar in at least one Canadian province or territory.

• 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

• 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 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

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

1959 UPPER WATER ST, UNIT 1400:HALIFAX

City:

Halifax

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission, Salaried

Posted Date:

2026-09-09

Application Deadline:

2026-11-11

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.