Senior Will and Estate Advisor

Job Description

Job Description What is the opportunity? As a 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? Developing and presenting an overall estate planning and review guide for agents, groups and individuals; educating them on relevant subtleties. Providing a process to take inventory, record estate assets, clarify individual planning goals, needs and desired outcomes. Creating, reviewing, and periodically updating individual estate plans; providing ongoing recommendations to improve estate planning processes and practices. Educating and helping to select appropriate estate planning instruments (e.g., wills, trusts, gifts, power of attorney, property ownership, tenancy, second-to-die policies, and other estate planning instruments), interpreting their pros/cons and applicability to individual situations. What do you need to succeed? Must-have ​ Law degree and be a member of the Law Society of Alberta Possess or working towards TEP designation At least 1-3 years of related experience Nice-to-have Previous experience or general knowledge of estate and trust related administration Completion of the Canadian Securities Course (CSC) 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 applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Opportunities to do challenging work Opportunities 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: 335 8 AVE SW:CALGARY City: Calgary Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Commission, Salaried Posted Date: 2026-04-09 Application Deadline: 2026-05-02 Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At R

Required Skills