Wealth Estate Advisor
RBC — 2 Locations
Posted 2026-10-14
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. 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 instrum