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Added 8 mins ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
You will provide quality client service and help deepen relationships with existing clients through ongoing, efficient support to both clients and the Advisor Team.
Added 8 mins ago
W
Experience Advisor
WorkSafeBC
Richmond, BC
- Full-time
Our Experience Design department has an exciting new opportunity for an Experience Advisor to join their growing team! You’ll be responsible for supporting the execution of the Experience…
Added 8 mins ago
A
H&S Safety Advisor
Airswift
Port Moody, BC
- Contract
Airswift is currently seeking an experienced H&S Safety Advisor for a long-term contract opportunity supporting a major energy client at the Burrard Products Terminal in Port Moody, British…
Added 9 mins ago
DL
Senior Human Resources Business Partner
DM Lyons Consulting
Toronto, ON
- $115,000 to $135,000 CAD / year
- Full-time
Our client is seeking an experienced Senior Human Resources Business Partner to work closely with senior leadership in a dynamic, multi-functional business environment.
Added 9 mins ago
SL
Partenaire, développement des affaires/Business Development Partner
Sun Life Québec
Sherbrooke, QC
- Full-time
Croissance par l’encadrement, orientation Client, accent sur les relations et les ventes et dynamisme. Si cela correspond à votre profil et aux domaines sur lesquels vous voulez vous…
Added 9 mins ago
NB
Wealth Associate National Bank Financial
National Bank Financial
AB · Edmonton, AB
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 9 mins ago
EA
Consultant, ICT Systems Engineering, Level 3, Epic, Non-mgmt
Epic A Bell MTS Company
Winnipeg, MB
- Full-time
· Complete IT infrastructure audits to establish a roadmap using current and future researched technology to be the client trusted IT advisor
Added 9 mins ago
B
Construction administrator
BPA
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This is an opportunity to take ownership of major construction projects and become a trusted advisor to clients throughout the construction phase. You will have significant autonomy, direct…
Added 9 mins ago
QR
Human Resources Business Partner – Western Canada
Quincaillerie Richelieu Ltée/Richelieu Hardware Ltd
Rocky View No 44, AB · Rocky View County, AB
- Full-time
You will act as an HR generalist and strategic advisor to business leaders. You will assess situations requiring HR involvement, evaluate risks, recommend appropriate courses of action, and…
Added 9 mins ago
M
HR & Administrative Coordinator
MNP
Kelowna, BC
- Full-time
Our client John Howard Society of Okanagan & Kootenay (JHSOK) is seeking an HR & Administrative Coordinator to join their team in Kelowna, BC. This role is ideal for someone with…
Added 26 mins ago
R
Relationship Manager Business Markets Intern
RBC
Bathurst, NB
- Full-time
…personal needs. Applying your mindset for external marketing and client acquisition, you will develop new business, deepen client relationships, and help all small business clients succeed.…
Added 26 mins ago
SI
Internship | Winter 2027
StrategyCorp Inc.
Toronto, ON
- $45,000 CAD / year
- Internship
StrategyCorp is Canada’s trusted public affairs, communications, and management consulting advisor. Our professionals create the conditions for success for our clients by helping them to…
Added 26 mins ago
T
Senior Manager, Operational Resiliency Advisor
TD
Toronto, ON
- Full-time
Reporting directly to the Vice President, Resilience Management within Protect Platform, the Operational Resilience Advisor will act as the key voice of the resilience program while…
Added 26 mins ago
D
Product Owner, Product management
Desjardins
Levis, QC · Montreal, QC
- Full-time
As Product Owner, you will represent the voice of the client in projects and be responsible for the member/client experience. You will consistently prepare a range of products and services…
Added 26 mins ago
D
Wealth Management Advisor
Desjardins
Sainte-Thérèse, QC · Caisse Desjardins Thérèse-De Blainville
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. You…
Added 26 mins ago
B
Regional Supervision Officer, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Ability to balance risk management with a practical understanding of advisor and client needs.
Added 26 mins ago
AI
Service Advisor - Fish Creek Nissan
AutoCanada Inc.
Calgary, AB
- $60,000 to $85,000 CAD / year
- Full-time
We are looking for an experienced Service Advisor who is passionate about delivering an exceptional customer experience to join our growing team! We're looking for a friendly and…
Added 40 mins ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
…external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remain up to date and compliant, and working with an…
Added 40 mins ago
CA
Jansen HSE Advisor
Cementation Americas
Alvena, SK
- Full-time
The Site HSE Advisor is a site-based member of the Jansen JS2 project team. The role provides hands-on HSE and training support to project supervision and the workforce, working under the…
Added 41 mins ago
Bilingual Advisor Support Associate
The Canada Life Assurance Company
Kingston, ON · London, ON · Ottawa, ON · ON · Montreal, QC · Pointe-Claire, QC · Mississauga Ontario, ON
At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service…
Added 41 mins ago
Advisor Support Associate
The Canada Life Assurance Company
Calgary, AB · Kingston, ON · London, ON · Ottawa, ON · ON · Mississauga Ontario, ON
At IPC, the Advisor Support Associate role is designed to support both Advisors and clients effectively. In this position, you will provide administrative, operational, and client service…
Added 41 mins ago
Solutions Architect, Professional Services
Bell
Quebec, QC
Our client is seeking a Solutions Architect to support the design and evolution of its technology ecosystem. Acting as a trusted advisor, you will be responsible for defining architectural…
Added 56 mins ago
B
Manager, Enterprise
BrainStation
Toronto, ON
- Full-time
This is transformation work, and you will be accountable for it. You will lead engagements end to end, own the client relationship day to day, set the strategic direction of the work, and…
Added 56 mins ago
BC
Senior Claims Advisor
BFL CANADA
Hamilton, ON · Toronto, ON
- Full-time
We are looking for a Senior Claims Advisor to join our team in our Toronto or Hamilton office!
Added 56 mins ago
RB
Client Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

RBC

Will and Estate Advisor

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 26, 2026
Posting language: English
Posted: Oct 8, 2026

Original job description

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

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

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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Apply About employer

More about this job

Responsibilities

The Will and Estate Advisor is responsible for acquiring new will and power of attorney appointments while maintaining strong relationships with high-net-worth clients and professional partners. They provide expert guidance on estate and trust legal issues and ensure all documentation adheres to internal policy and legislative standards.

Requirements

Candidates must be a lawyer or notary in Quebec with advanced knowledge of estate, trust, and tax law. Bilingualism in English and French is required, along with demonstrated presentation and relationship management skills.

Skills

Estate planning
Will planning
Trust administration
Tax planning
Relationship management
Legal advisory
Presentation skills
Bilingualism
Sales development
Fiduciary services
Financial planning
Regulatory compliance
Client service
Networking
Estate law

Benefits

Bonuses
Flexible benefits
Competitive compensation
Commissions
Stock options

Visa sponsorship

Not detected in the job text

Keywords

Will and Estate Advisor
RBC Royal Trust
Fiduciary
Estate Planning
Power of Attorney
Trust Administration
Tax Rules
Barreau du Québec
TEP designation
Financial Planner
Wealth Management
Client Service
Relationship Management
Legal Compliance
Estate Law
Trust Law
Bilingual
Sales Development
Professional Networking

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