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Added 5 mins ago
FW
Business Banking Advisor (Kelowna)
First West Credit Union
Kelowna, BC
- Full-time
We are currently seeking a Business Banking Advisor to join our team.
Added 5 mins ago
S
Insurance Advisor
SASCU
Salmon Arm, BC
- Full-time
As an Insurance Advisor, you will provide service to new and repeat walk-in and phone-in clients on auto and general insurance. This includes problem solving client concerns to ensure…
Added 5 mins ago
ST
Architectural & Design Sales Consultant
Stone Tile International
Vancouver, BC
- Full-time
Be the trusted advisor clients call first - anticipating needs, bringing new product forward and staying close through every phase of a project.
Added 5 mins ago
TL
Desjardins Insurance Sales Advisor (Property & Casualty/Commercial)
The Linchpin Co.
Paris, ON
- $50,000 to $90,000 CAD / year
- Full-time
We will be the point of contact between you and Martina Wilson/Desjardins and will act as your trusted advisor and coach. We look forward to your interest.
Added 5 mins ago
SC
Department Purchasing and Contracts Advisor, Utilities
Strathcona County
AB · Greater Edmonton Metropolitan Area
- $89,180 to $111,420.4 CAD / year
- Temporary
…makes a difference! As the Department Purchasing and Contracts Advisor for Utilities, you’ll play a key role in ensuring purchasing and contracting practices are effective, compliant and…
Added 5 mins ago
SC
Utility Billing Financial Advisor
Strathcona County
AB · Greater Edmonton Metropolitan Area
- $89,180 to $111,420.4 CAD / year
- Temporary
Turn data into insights that make an impact! As the Utility Billing Financial Advisor, you’ll play a key role in ensuring the accuracy and financial integrity of Strathcona County’s utility…
Added 7 mins ago
TT
Loss Prevention Investigations Manager
The TJX Companies, Inc.
Mississauga, ON · CAN Home Office Mississauga ON
- $89,208 to $135,086.4 CAD / year
- Full-time
…influencing decisions, managing conflict, and acting as a trusted advisor to support business…
Added 7 mins ago
Senior Supply Chain Advisor
NorQuest College
Edmonton, AB
Hey NQer! We’re excited to see you explore the opportunity to join our Supply Chain team as a Senior Supply Chain Advisor. Thank you for being a Difference Maker and working together in the…
Added 7 mins ago
Simulation Centre Coordinator
NorQuest College
Edmonton, AB
Two-year diploma in Business Administration, Office Administration, Project or Event Coordination, Health Administration, Operations Management, or a related field. Equivalent combinations…
Added 7 mins ago
E
Communications Advisor
Enbridge
Calgary, AB
- Full-time
…and sustainable growth. We are looking for a Communications Advisor to support the development and execution of communications initiatives that enhance our reputation and advance business…
Added 7 mins ago
OC
Wellbeing Program Lead
Ocean Capital Holdings
Saint John, NB
- Full-time
Ocean Capital has an opportunity for a Wellbeing Program Lead. Reporting to the Wellbeing Advisor, the successful candidate will be responsible for supporting our employee wellbeing…
Added 7 mins ago
Senior Employee Relations Advisor
Insurance Corporation of British Columbia
Burnaby, BC
The Employee Relations department is hiring a Senior Employee Relations (ER) Advisor to join their team in Burnaby at the CRLC location. As a Senior ER Advisor, you will provide technical…
Added 34 mins ago
C
Director, Chapter Lead, Mass Affluent
CIBC
Toronto, ON
- Full-time
Business and technical translation - Connect technical possibilities to business strategy, client needs, advisor realities, and risk considerations to guide sound, practical decisions.
Added 34 mins ago
TA
Regional Vice President, Eastern Canada
Thorek/Scott and Partners
ON · Ontario, Canada
- Full-time
…and successfully transitioning new advisors, strengthening advisor retention and engagement, and supporting the adoption of strategic initiatives across the business. The role will also act…
Added 34 mins ago
TA
Regional Vice President, Western Canada
Thorek/Scott and Partners
AB · Alberta, Canada
- Full-time
…and successfully transitioning new advisors, strengthening advisor retention and engagement, and supporting the adoption of strategic initiatives across the business. The role will also act…
Added 34 mins ago
PC
Project Manager - Building Science
Pinchin Canada
Victoria, BC
- Full-time
Participate in business development and marketing to new and existing clients
Added 34 mins ago
CO
Director, Information Technology
City of St. Albert
St. Albert, AB
- $164,477.56 to $198,426.54 CAD / year
- Full-time
…obligations, and governance standards. As the City’s senior advisor on technology, cybersecurity, information management and digital transformation, the Director works with City leadership…
Added 34 mins ago
DG
Senior Accountant, Privately Held Business Group
Doane Grant Thornton LLP
Oakville, ON
- Full-time
Be a business advisor: leverage your financial expertise to help our clients thrive.
Added 34 mins ago
B
Human Resources Advisor
BPP
Vancouver, BC
- $70,000 to $75,000 CAD / year
- Full-time
An opportunity has arisen for an experienced and people-focused individual to join the team as an HR advisor. You will be responsible for providing critical support to a number of campuses…
Added 37 mins ago
Manager, Pricing & Portfolio Management - Retail Deposits
Scotiabank
Toronto, ON
…Deposits Pricing & Portfolio Management in Canada ensuring business strategies, plans and initiatives are executed/ delivered in compliance with governing regulations, internal policies,…
Added 52 mins ago
M
Senior Manager, Tax
MNP
ON · Mississauga, ON
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 52 mins ago
M
Tax Technician, National Tax Services
MNP
Red Deer, AB
- Full-time
…internally drive the success of our Tax practice. As a trusted advisor, you’ll work internally to support the delivery of tax compliance services and the communication of tax…
Added 52 mins ago
M
Senior Manager, Tax
MNP
Stratford, PE · Summerside, PE
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 52 mins ago
M
Senior Manager, Tax / Directeur(trice) principal(e), Fiscalité
MNP
Dieppe, NB · Bathurst, NB
- Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 1 hour ago
SA
Senior Customer Success Manager
STAN AI
Toronto, ON · North York, ON
- $100,000 to $135,000 USD / year
- Full-time
…just use our product, but see it as an essential part of their business success. You’ll be the bridge between our customers and our product team, translating feedback into features and…

RBC

Will and Estate Advisor- EN

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</a/span>

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

Acquire new will and power of attorney appointments for Royal Trust by developing relationships with high-net-worth clients and internal and external referral partners. Advise on estate and trust matters, support clients with existing documents, maintain compliance with policies and legislative changes, and represent Royal Trust at industry events.

Requirements

Must be a lawyer admitted to the Barreau du Québec or a notary who is a member of the Chambre des notaires du Québec, with advanced knowledge and experience in wills, estates, trusts, administration, and related tax and planning matters. English-French bilingualism and presentation skills are required; relationship development, a TEP designation, and a financial planning diploma are considered assets.

Skills

Will Planning
Estate Planning
Estate Administration
Trust Administration
Wills and Powers of Attorney
Estate and Trust Law
Tax Planning
Legislative Monitoring
Client Service
Relationship Management
Business Development
Presentation Skills
Bilingual Communication
Partner Collaboration
Financial Planning

Benefits

Bonuses
Flexible Benefits
Competitive Compensation
Commissions
Stock

Visa sponsorship

Not detected in the job text

Keywords

Royal Trust
Wills
Powers of Attorney
Mandates
Estate Planning
Will Planning
Estate Administration
Trust Administration
Estate Law
Trust Law
Tax Rules
Tax Planning
Legislative Changes
Fiduciary Services
High-Net-Worth Clients
Client Service
Relationship Management
Business Development
Centres of Influence
Accountants
Lawyers
Trustees
Investment Consultants
Presentations
Bilingualism
Barreau du Québec
Trust and Estate Practitioner
Financial Planning

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