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Added 18 hours ago
Estate and Trust Associate, Scotiatrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
…advisors towards reporting around leads; liaising with the planning teams and Total Wealth Managers (TWMs) to ensure they have whatever data they require to incorporate estate and trust…
Added 1 day ago
Estate and Trust Associate, ScotiaTrust - Montreal (12 months contract)
Scotiabank
Montreal, QC
…advisors towards reporting around leads; liaising with the planning teams and Total Wealth Managers (TWMs) to ensure they have whatever data they require to incorporate estate and trust…
Added 4 days ago
G
Law Clerk – Wills & Estates / Estate Litigation
Go2STAFFING
ON · North York (Fairview / Henry Farm / Oriole), Ontario
- Full-time
Assist with wills, powers of attorney, and other estate planning documentation as required.
Added 4 days ago
UG
Paralegal
Underwood Gilholme Estate Lawyers
Calgary, AB
- Full-time
Underwood Gilholme Estate Lawyers is Calgary’s premier boutique law practice focused on wills and estates. The firm provides dedicated, personalized legal services to individuals and…
Added 4 days ago
P&
Associate Lawyer (Generalist) with 5-8+ years PQE
Paulson & Ferraton Law Office
Wynyard, SK
- Full-time
Wills, powers of attorney, estate administration, probate and succession planning;
Added 4 days ago
W&
Associate Lawyer (Generalist) with 5-8+ years PQE
Weber & Gasper Law Office
Humboldt, SK
- Full-time
Wills, powers of attorney, estate administration, probate and succession planning;
Added 4 days ago
PL
Associate Lawyer (Generalist) with 5-8+ years PQE
Procido LLP
Saskatoon, SK
- Full-time
Wills, powers of attorney, estate administration, probate and succession planning;
Added 5 days ago
B
National Director, Wills and POA
BMO
Toronto, ON · FCP
- Full-time
Identifies emerging trends, regulatory developments, and industry best practices impacting estate planning, wills, powers of attorney, and fiduciary services.
Added 6 days ago
BF
Solicitor (Wills & Estates)
Benedict Ferguson & Marshall
Caledonia, ON
- Full-time
…team of clerks and assistants drafts the wills and powers of attorney, manages the files and handles client follow-up that keep a planning practice running, and your colleagues in both…
Added 6 days ago
B
Trust and Estate Advisor
BMO
Vancouver, BC · Victoria, BC · FBT
- Full-time
Identifies client needs and opportunities involving trust, estate, power of attorney, tax, investment, private banking, and broader wealth management solutions.
Added 6 days ago
B
Trust and Estate Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Identifies client needs and opportunities involving trust, estate, power of attorney, tax, investment, private banking, and broader wealth management solutions.
Added 8 days ago
WM
Lawyer
Wills Made Easy
Canada
- Full-time
Company Description Wills Made Easy is a Canadian estate planning platform that makes getting your affairs in order simple, affordable, and fast.
Added 11 days ago
G
Corporate Lawyer
gpac
Calgary, AB
- $89,300 to $117,700 CAD / year
- Full-time
This opportunity is ideal for an attorney looking to broaden their experience across a variety of transactional matters while working closely with experienced partners and a diverse client…
Added 13 days ago
RB
Senior Will and Estate Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 13 days ago
R
Senior Will and Estate Advisor
RBC
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 14 days ago
T
Senior Counsel (Trusts, Estates and Vulnerable Persons)
TD
Toronto, ON
- Full-time
· Advise Wealth and Private Trust partners on legal issues arising from trustee, executor, estate administration, agency and power of attorney activities, including complex client and…
Added 19 days ago
RJ
Senior Trust Advisor
Raymond James Ltd.
Vancouver, BC
- Full-time
Support the delivery of ST estate planning, trust, and estate advice including collaborating with clients’ lawyers and other external advisors to ensure the timely execution of wills, trust…
Added 19 days ago
BE
Wills & Estates Law Clerk
Bluestar Equity
Toronto, ON · North York, ON
- Full-time
Prepare draft wills, powers of attorney and related estate planning documents under lawyer direction.
Added 20 days ago
RB
Wealth Estate Advisor
Royal Bank of Canada
Hamilton, ON · Mississauga, ON
- Full-time
Must haves:
Added 21 days ago
AM
Litigation Clerk
Ayaz Mehdi Professional Corporation
Markham, ON
- Full-time
…and comprehensive services in Family, Criminal, Immigration, Estate Law, and Civil Litigation. The firm is committed to compassionate, results-driven representation that recognizes the…
Added 22 days ago
C
Credit Manager, Credit Structuring, CIBC Private Wealth
CIBC
Toronto, ON
- Full-time
CIBC Trust - Provides professional estate administration, power-of-attorney, and trustee services with expertise in tax reporting, property management, and investment management.
Added 25 days ago
R
Wealth Estate Advisor
RBC
Hamilton, ON · Mississauga, ON
- Full-time
Must haves:
Added 25 days ago
C
Credit Manager, Credit Structuring, CIBC Private Wealth - Bilingual
CIBC
Toronto, ON · Montreal, QC
- Full-time
CIBC Trust - Provides professional estate administration, power-of-attorney, and trustee services with expertise in tax reporting, property management, and investment management.
Added 25 days ago
DL
Associate Lawyer - Wills & Estates
Darnell Law Group
Surrey, BC · South Surrey, BC
- Full-time
You Must Have:
Added 26 days ago
NL
Estates Lawyer
NIKA LAW LLP
Toronto, ON
- Full-time
…Toronto. The associate will draft and review wills, powers of attorney, and trust documents, and advise clients on estate planning strategies in collaboration with their financial and tax…

RBC

Will and Estate Advisor

Montreal, QC, Canada

Full-time

This date has passed. Check with the employer before applying.

Apply on rbc.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
Listed closing date: 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 on rbc.wd3.myworkdayjobs.com 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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Work requirements

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