Will and Estate Advisor

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

Benefits offered by this job

Total Rewards Program

Stock options

Flexible benefits

Job summary

RBC’s Wealth Management group in Halifax seeks a Will and Estate Advisor to drive new will and POA appointments, counsel high-net-worth clients, and collaborate with internal and external partners to deliver superior Royal Trust experiences.

Role requires Canadian law licensure, strong knowledge of wills and trusts, and bilingual English/French communication. You will engage with professionals and participate in events to grow expertise and client base.

Qualifications

• Must hold a Canadian Law Degree and be called to the bar in at least one province or territory.
• Advanced knowledge of wills, estate administration, trusts and related tax planning concepts.
• Experience in wills, estates, trusts law and related taxation issues.
• Bilingual English and French required for client and partner interactions across Canada.
• Demonstrated presentation skills.

Responsibilities

• Self-source new will and power of attorney/mandate appointments through established professional relationships.
• Provide guidance on estate and will planning and ensure compliance with internal policies.
• Advise internal partners and clients on estate and trust legal issues via presentations.
• Stay current with changes in estate and trust laws within applicable jurisdictions.
• Deliver timely client service for wills and POA documents to existing clients.
• Represent RBC at bank and industry events to build expertise.

Skills

Bilingual English and French

Presentation skills

Relationship management

Sales development

Education

Canadian Law Degree and Bar admission (any province)

Job description

What is the opportunity?

As an RBC Royal Trust professional, the 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 have:

• 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
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
• 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 diploma granted by the Institute of Financial Planning

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

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.

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

Salaried

Posted Date

2026-09-09

Application Deadline

2026-09-23