Will and Estate Advisor- EN

RBC; Montreal (administrative region); On-site; CAD 90,000 - 120,000; Full time

Job summary

RBC Royal Trust in Montréal, QC is seeking a Will and Estate Advisor to source new wills and powers of attorney/mandates, serving high-net-worth clients and RBC partners. You will provide estate planning guidance and ensure documents comply with internal policies.

Must have a lawyer or notary qualification with bilingual English and French proficiency, plus strong presentation and client relationship skills. This full-time, salaried role sits in Wealth Management in Montréal.

Qualifications

• Must-have: Lawyer or Notary with P.D. in estate, tax, and related administration.
• Bilingualism in English and French is required to serve RBC clients and partners across Canada.
• Demonstrated presentation and client-relationship skills.
• Advanced knowledge of wills, estates, trusts, and related administration.

Responsibilities

• Self-source new will and POA/mandate appointments and opportunities through relationships with Centres of Influence.
• Provide guidance on estate and will planning issues; ensure documents meet internal policy standards.
• Advise internal partners and clients on estate and trust legal issues through presentations.
• Keep current with legislative changes related to estate and trust matters.
• Provide timely client service for existing wills and POA/mandate documents.
• Build and maintain relationships with clients and partners to ensure appointment retention.
• Participate in bank and industry events to grow expertise and network.
• Act as an ambassador for Royal Trust in the marketplace.

Skills

Bilingual English/French

Presentation skills

Client relationship building

Estate law knowledge

Financial planning knowledge

Education

Lawyer (Barreau du Québec)

Notary (Chambre des notaires du Québec)

TEP designation (preferred)

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.

Job Description

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

• Lawyer (member of the Barreau du Québec) or notary (member of the Chambre des notaires du Québec)
• 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

WMRT

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-16

Application Deadline:

2026-10-26

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.