Wealth Estate Advisor

RBC; Hamilton; On-site; CAD 67,000 - 110,000; Full time

Job summary

RBC Wealth Management in Canada is seeking a Will and Estate Advisor to guide clients through estate planning, wills and powers of attorney, navigating family dynamics, and aligning RBC products to client needs.

You will develop estate plans, educate clients, and build lasting relationships within a fiduciary capacity. Requires a law degree, BC bar, and at least five years of related experience; TEP designation preferred.

Qualifications

• 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.
• Knowledge of estate/trust administration is a plus.

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 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.

Skills

Client Counseling

Customer Needs

Customer Service

Customer Service Management

Group Problem Solving

Long Term Planning

Multi-Level Communication

Product Services

Education

Law degree

TEP designation

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.

Job Description

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 Services

Additional Job Details

• Address: 4 ROBERT SPECK PKY:MISSISSAUGA
• City: Mississauga
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-09-09
• Application Deadline: 2026-10-09

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.