Senior Will and Estate Advisor

RBC; Winnipeg; On-site; CAD 80,000 - 110,000; Full time

Job summary

RBC seeks a Senior Will and Estate Advisor to provide guidance during critical family transitions. This role is pivotal in assisting clients with estate planning documents, enhancing their understanding of RBC's products, while fostering relationships that ensure lasting client satisfaction and retention within a supportive team environment.

Benefits

Comprehensive Total Rewards Program

Competitive compensation and commissions

Flexible benefits

Opportunities for professional development

Qualifications

• 5-7 years of related experience in estate planning.
• Member of the Law Society of Manitoba.

Responsibilities

• Self-source new Will and Power of Attorney appointments.
• Provide advice on will planning issues and ensure compliance with policy standards.
• Develop partnerships with internal and external stakeholders.

Skills

Client Counseling

Customer Service

Long Term Planning

Multi-Level Communication

Product Services

Education

Law degree

TEP designation (or working towards)

Job description

Job Summary

Job Description

What is the opportunity?

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.

What will you do?

• Self-source new Will and Power of Attorney appointments and other new business opportunities through established relationships with Centers of Influence
• Provide advice on will planning issues, ensures that new documents meet internal policy standards
• Develop strong working relationships with key internal partners and external Centers of Influence
• Act as a resourceby providing advice on specific estate and trust legal issues
• Keep current with legislative changes related to estate & trust issues within the applicable governing jurisdiction
• Provide timely and effective client service for existing clients relative to their Wills and Powers of Attorney documents
• Provides superior client service for existing clients and partners in order to ensure retention of appointments
• Assist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities (as applicable)

What do you need to succeed?

Must-have

• Law degreeand be a member of the Law Society of Manitoba
• Possess or working towards TEP designation
• At least 5-7 years of related experience

Nice-to-have

• Previous experience or general knowledge of estate and trust related administration

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

WMRT

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

220 PORTAGE AVE:WINNIPEG

City:

WINNIPEG

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission, Salaried

Posted Date:

2025-07-14

Application Deadline:

2025-08-09

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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