Will and Estate Advisor at Royal Bank of Canada | Rozgoo | Rozgoo

Royal Bank of Canada

Canada, CA · On-site · Full-time

Will and Estate Advisor

Posted 29 days ago

Location: Canada, CA
Work mode: On-site
Employment: Full-time
Experience: Mid-level · 3+ yrs
Education: bachelor's

About the role

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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 po…

Requirements

experience in will/estate advisory or estate planning sales
ability to build client relationships

Skills

will drafting
powers of attorney
estate planning
fiduciary services
client relationship management
stakeholder management
high-net-worth clients
rbc royal trust domain knowledge
financial advisory

About the company

Royal Bank of Canada

Posted via Adzuna

How to apply

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Royal Bank of Canada

Will and Estate Advisor