Job Summary

Job Description

What is the opportunity?

As a (Senior) Will and Estate Advisor, you are the rock in a client family’s relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one’s estate plan to navigating family dynamics, the work you do is intimate and critical.

Your purpose-driven work will include the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity. As part of the Royal Trust team, you’ll develop strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.

What will you do?

Self-source new Will and Power of Attorney appointments and other new business opportunities through established relationships with Centers of InfluenceProvide advice on will planning issues, ensures that new documents meet internal policy standardsDevelop strong working relationships with key internal partners and external Centers of InfluenceAct as a resource by providing advice on specific estate and trust legal issuesKeep current with legislative changes related to estate & trust issues within the applicable governing jurisdictionProvide timely and effective client service for existing clients relative to their Wills and Powers of Attorney documentsProvides superior client service for existing clients and partners in order to ensure retention of appointmentsAssist and mentor team members in achieving their potential through effective coaching, mentoring, communication, and training and development activities (as applicable)

What do you need to succeed?

Must-have​

Law degree and be a member of the Law Society of ManitobaPossess or working towards TEP designationAt least 5-7 years of related experience

Nice-to-have

Previous experience or general knowledge of estate and trust related administration

What’s in it for you?

Your job is to support our clients. Our job is to take care of you. From modern and flexible benefits to unique employee discounts, we offer a variety of tools to make work and life better.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilities

WMRT

Job Skills

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

220 PORTAGE AVE:WINNIPEG

City:

WINNIPEG

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Commission, Salaried

Posted Date:

2025-07-14

Application Deadline:

2025-08-09

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.