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Added 5 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Brossard, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 mins ago
NB
banking advisor
National Bank of Canada
Les Coteaux, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 5 mins ago
P
Portfolio Manager, Multi-Asset Wealth Solutions
Purpose
Toronto, ON
- Full-time
…Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and…
Added 5 mins ago
NB
Senior Treasury Manager, Creative Media & Technology
National Bank of Canada
Vancouver, BC
- Full-time
You will act as a trusted advisor to a diverse client base that may include software and SaaS companies, gaming studios, digital media organizations, film and television production…
Added 5 mins ago
K
Senior Compliance Officer
Kelly
Ottawa, ON · Kanata, ON
- $50 to $53 USD / hour
- Full-time
Act as a senior advisor on complex security and compliance matters, including risk mitigation and regulatory adherence.
Added 6 mins ago
C
Concepteur de solutions de sécurité (Security Solutions Designer)
Cisco
Montreal, QC
- Full-time
As an advisor to the customer, you’ll be working with technology experts to craft architectures and configure products to meet customer-specific needs, are prepared to lead all technical…
Added 21 mins ago
RD
Senior Associate
RBC Dominion Securities
Richmond Hill, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 36 mins ago
OB
Grow Your Practice at Odlum Brown, Your Way
Odlum Brown Limited
Victoria, BC
- Full-time
…prioritizes strong client relationships, sustainable growth, and advisor success. Independence is not just part of our history; it continues to shape how we support advisors…
Added 36 mins ago
LH
Chiropractor
Lifemark Health Group
Quinte West, ON
- $38.84 to $56.96 CAD / hour
- Full-time
…future of care - together. Here’s what you can expect from our recruitment…
Added 36 mins ago
LH
PHYT-Physiotherapist
Lifemark Health Group
Fort Erie, ON
- Contract
…future of care - together. Here’s what you can expect from our recruitment…
Added 36 mins ago
LH
Physiotherapist
Lifemark Health Group
Windsor, ON
- $36.92 to $54.14 CAD / hour
- Contract
…future of care - together. Here’s what you can expect from our recruitment…
Added 36 mins ago
LH
Physiotherapist
Lifemark Health Group
Collingwood, ON
- $36.92 to $54.14 CAD / hour
- Contract
…future of care - together. Here’s what you can expect from our recruitment…
Added 36 mins ago
LH
Physiotherapist
Lifemark Health Group
Aylmer, ON
- $36.92 to $54.14 CAD / hour
- Contract
…future of care - together. Here’s what you can expect from our recruitment…
Added 36 mins ago
LH
Physiotherapist
Lifemark Health Group
Stouffville, ON
- $36.92 to $54.14 CAD / hour
- Temporary
…future of care - together. Here’s what you can expect from our recruitment…
Added 36 mins ago
LH
Physiotherapist
Lifemark Health Group
Windsor, ON
- $36.92 to $54.14 CAD / hour
- Contract
…future of care - together. Here’s what you can expect from our recruitment…
Added 51 mins ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Richibucto, NB
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
ON · GREATER SUDBURY / GRAND SUDBURY, Ontario
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
RB
Client Advisor
Royal Bank of Canada
Smooth Rock Falls, ON
- Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
…ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering efficient…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Brossard, QC
- Full-time
…remain up to date and compliant, and working with an Investment Advisor in managing client portfolios and wealth management planning…
Added 1 hour ago
Product Advisor - Jim Pattison Toyota Northshore
The Jim Pattison Auto Group
North Vancouver, BC
…and personable individual to join our sales team as a Product Advisor. If you strive to achieve excellence in customer satisfaction and relationship building, this opportunity is for…
Added 1 hour ago
SS
Marketing Manager
Smart, Savvy + Associates
AB
- Full-time
Act as a marketing advisor to executive and operational stakeholders
Added 1 hour ago
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Dance, Photography Secondary Teacher (Continuing Part-Time with Benefits)
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Vancouver, BC
- Part-time
Recent Graduates include: Faculty Advisor, School Advisor(s) and Principal/Vice principal and/or your most recent employer

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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