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Added 13 mins ago
GO
Senior Advisor, Unclaimed Decedent Services & Data Analytics
Government of Manitoba
Winnipeg, MB
- Full-time
…investigators, law enforcement, health care providers, and community partners across the province, OCME supports thorough death investigations while serving families with professionalism,…
Added 13 mins ago
MS
President & CEO
MacDonald Search Group
Toronto, ON
- Full-time
Serve as a strategic advisor to the Board of Directors, providing transparent reporting, recommendations and insight into business performance.
Added 14 mins ago
LV
Customer Advisor I
Lee Valley Tools
Coquitlam, BC
- Up to $18.85 CAD / hour
- Part-time
…celebrate their differences and love where they work. Our diverse community combined with our inclusive culture, is what sets us apart in the…
Added 28 mins ago
RD
Administrative & Marketing Assistant
RBC Dominion Securities
Courtenay, 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 28 mins ago
RI
Damage Insurance Agent (Bilingual)- EN
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- Full-time
As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect…
Added 29 mins ago
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Mental Health Rehabilitation Worker - Gibsons, BC
Vancouver Coastal Health
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- $31.64 CAD / hour
- Full-time
…be available. Apply today to speak to a Talent Acquisition…
Added 29 mins ago
LD
Beauty Advisor
London Drugs Limited
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- Other
…expertise for all-things beautiful. As a London Drugs BEAUTY ADVISOR, you’ll be a trusted expert to our customers, helping them select the cosmetics and beauty products perfectly suited to…
Added 57 mins ago
RM
Manager, Human Resources
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
Ross Memorial Hospital (RMH) is an active, acute-care community hospital located in the heart of the City of Kawartha Lakes. Among our acute and continuing care services, our team cares for…
Added 57 mins ago
S
Senior Insurance Advisor
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- Full-time
As a Senior Insurance Advisor, you will supporting a capable, accountable team that delivers trusted advice, protects clients, and creates consistently strong service experiences. Through…
Added 57 mins ago
FH
Pharmacy Assistant IA (Casual - All Locations)
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Surrey, BC
- $31.63 CAD / hour
- Other
We value self-directed individuals who are experts in their field and find satisfaction working innovatively and collaboratively to help improve the lives of those in their community.
Added 57 mins ago
HF
Cyber Security Advisor
Hamilton Family Health Team
Hamilton, ON
- Temporary
We are seeking an experienced and relationship-driven Cyber Security Advisor for a 12-month contract to lead cybersecurity risk assessments and practical risk mitigation planning across a…
Added 58 mins ago
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Assistant Manager, Auto Service Centre
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Victoria, BC
- Full-time
Identify opportunities to strengthen BCAA's presence in the community and support corporate and local initiatives.
Added 58 mins ago
Regulatory Coordinator, Document Control, Pacific Link (Contract)
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Calgary, AB
Monitor deadlines and document dependencies and escalate incomplete, late or non-compliant materials to the Senior Regulatory Advisor.
Added 58 mins ago
Manager, Project Controls, Technical Services, Pacific Link
Trans Mountain
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Added 58 mins ago
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Manager, Assurance and Accounting - Private Enterprise Services
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Vancouver, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 hour ago
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Public Protection Nurse Advisor - Public Protection Service
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…professions and roles. We deliver acute hospital, primary, community and mental health services to a population of over 1.15 million people, and to a wider population of 2.2 million when…
Added 1 hour ago
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Public Protection Nurse Advisor - Public Protection Service
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…professions and roles. We deliver acute hospital, primary, community and mental health services to a population of over 1.15 million people, and to a wider population of 2.2 million when…
Added 1 hour ago
Customer Data Technician, temporary 4-month contract
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…streamline data processes, and maintain the integrity of client and advisor information across the…
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Serving as a trusted senior advisor to client executives, airport authorities, delivery partners, and key stakeholders.
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Bilingual Advisor, System Integration
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Added 1 hour ago
C
Senior Systems Developer - Salesforce
Co-operators
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Paid volunteer days to give back to your community.
Added 1 hour ago
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Midwife
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- Full-time
…Expression of Interest. Members of the Division of Midwifery work in community based clinics, and provide midwifery services to women and their families who reside in the city of Richmond.…
Added 1 hour ago
RB
Wealth Advisor
Royal Bank of Canada
Calgary, AB
- Full-time
The Calgary Dome 704 RBC Dominion Securities branch is seeking a Wealth Advisor to join one of our top teams.
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
Yorkton, SK
- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour ago
RB
Banking Advisor
Royal Bank of Canada
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- Full-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities

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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