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Added 2 hours ago
RD
Client Experience Associate
RBC Dominion Securities
Surrey, BC
- Full-time
Support Advisor team and client through the Wealth Management process and maintain audit of Wealth Management Activities and priorities.
Added 2 hours ago
RD
Associate Advisor
RBC Dominion Securities
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm and is backed by Canada’s leading financial institution. We take pride in hiring and nurturing…
Added 2 hours ago
BT
Senior Manager, Indirect Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
This role offers the opportunity to build and shape an emerging area of specialization while serving as a trusted advisor to clients and a technical resource to colleagues across the firm.
Added 2 hours ago
HM
Wealth Management Assistant (Licensed)
Harris Mosset Private Wealth Management
Brandon, MB
- $30,000 to $40,000 CAD / year
- Full-time
- On-site
Position Overview We are seeking a Licensed Wealth Management Assistant to join our Private Wealth Management team. This role is crucial in supporting the team with various administrative…
Added 4 hours ago
D
Investment Fund Product Specialist
Desjardins
Montreal, QC
- Full-time
…advisors. It also contributes to making Desjardins the leading wealth management institution for its members and clients by offering relevant and high-performing investment solutions. The…
Added 5 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 6 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Timmins, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 7 hours ago
RB
Commission Data Specialist
Royal Bank of Canada
Toronto, ON
- Full-time
Maintain advisor profiles and licensing data – Update FOS member profiles, add/terminate licenses, and manage database records based on Registration Department communications
Added 8 hours 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 9 hours 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 9 hours ago
OB
Grow Your Practice at Odlum Brown, Your Way
Odlum Brown Limited
Victoria, BC
- Full-time
Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management, operations, compliance, and administration, allowing them to focus on…
Added 9 hours 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 9 hours 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 9 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
We are looking for a resourceful, empathetic and collaborative individual to join our leading wealth management firm as an Administrative Assistant. By providing ongoing, exceptional…
Added 9 hours 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 10 hours ago
Financial Advisor, Regional Opportunities - Vancouver Island, BC
Scotiabank
Victoria, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
Senior Financial Advisor - Mahogany, Calgary, AB
Scotiabank
AB · Calgary, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
Customer Experience Associate, Regional Opportunities - Vancouver Island, BC
Scotiabank
Victoria, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 10 hours ago
HI
Commercial Insurance Advisor
HUB International
Kamloops, BC
- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 10 hours ago
CC
Small Business Advisor
Conexus Credit Union
Kindersley, SK · Macklin, SK
- Full-time
…providing creative solutions to come on board as our Small Business Advisor at our Macklin or Kindersley location. You will be providing needs based holistic financial advice (e.g.: credit…
Added 11 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 11 hours ago
Financial Advisor, Regional Opportunities - Metro Vancouver, BC
Scotiabank
Burnaby, BC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 11 hours ago
RB
Administrative Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 12 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 12 hours ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…

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.

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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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