Will & Estate Consultant

RBC; Toronto; On-site; CAD 110,000 - 170,000; Full time

Job summary

RBC Wealth Management is seeking an experienced Will & Estate Consultant to collaborate with Investment Advisors in delivering integrated estate planning services to clients in Toronto. You will coordinate with tax and legal professionals and support advisors with comprehensive client advice.

The role requires strong knowledge of Canadian estate law, wills, trusts, and tax planning, plus a commitment to staying current with legislation and risk management.

Qualifications

• Canadian Law Degree required.
• Bar Association membership or Notaries license from a Canadian province.
• Minimum 5 years’ experience in estate planning, tax rules and related planning.
• Good knowledge of various insurance products as estate planning tools.
• Advanced knowledge of wills, estates and trusts.

Responsibilities

• Carry out client interview sessions and create comprehensive summary letters recapping advice discussed.
• Participate with advisors in client/prospect seminars and build relationships with estate planning professionals.
• Stay current relative to pertinent legislation, policy and risk management issues.
• Proactively identify new business and referral opportunities for RBC Financial Group where appropriate.
• Foster a cohesive working environment across RBC Financial Group to facilitate seamless service delivery to clients.
• Maintain and report an accurate and complete record of activities and results.
• Work with advisors in identifying appropriate opportunities.
• Follow through and coordinate actions from interview processes with internal/external consultants.
• Stay current on the business unit's strategy and client offerings.

Skills

Client Counseling

Customer Needs

Customer Service

Customer Service Management

Group Problem Solving

Long Term Planning

Multi-Level Communication

Product Services

Education

Canadian Law Degree

Bar Association / Notary Membership (Canada)

Job description

What is the opportunity?

As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.

Job Description

As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.

What will you do?

• Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session
• Participate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group
• Stay current relative to pertinent legislation, policy and risk management issues
• Proactively identify new business and referral opportunities for RBC Financial Group where appropriate
• Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter
• Maintain and report an accurate and complete record of activities and results
• Work with advisors in identifying appropriate opportunities
• Follow through and co-ordinate any actions that come out of the interview process (i.e. various internal and external consultants.)
• Stay current on the business unit's strategy and client offerings

What do you need to succeed?

Must have

• Canadian Law Degree
• Member of the Quebec Board of Notaries or Member of the Bar Association from at least one Canadian province (or equivalent)
• A minimum of 5 years’ experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities
• Good knowledge of various insurance products as estate planning tools
• Advanced knowledge of common law related to wills, estates and trusts
• Valid driver’s license

Nice to have

• Estate and Trust experience
• Knowledge of Insurance Planning and Solutions
• Knowledge in cross-border estate law
• Society of Trust and Estate Practitioners (STEP) membership

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.
• 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.
• Flexible work/life balance options.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• Access to a variety of job opportunities across business.

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

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City

Toronto

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

WEALTH MANAGEMENT

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-07-15

Application Deadline

2026-08-28

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.