Location
toronto
Posted
May 31, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Shape the future of estate planning with RBC as a Will & Estate Advisor in Toronto. Collaborate with Investment Advisors to provide holistic client-focused estate management solutions.
This role demands a combination of strong legal knowledge and client relationship-building. As part of RBC's Wealth Management Services, you will partner with clients and professionals to optimize their estate plans. Successful applicants will need a Canadian Law Degree, five years of related experience, and fluency in English and Cantonese or Mandarin.
Key Responsibilities:
β’ Lead comprehensive client interview sessions to gather estate planning needs
β’ Develop relationships during client seminars and networking events
β’ Stay updated on legal policy and risk factors impacting planning
β’ Explore and capitalize on potential business opportunities
β’ Document all client interactions and follow-up actions thoroughly
Requirements:
β’ Ca...
This role demands a combination of strong legal knowledge and client relationship-building. As part of RBC's Wealth Management Services, you will partner with clients and professionals to optimize their estate plans. Successful applicants will need a Canadian Law Degree, five years of related experience, and fluency in English and Cantonese or Mandarin.
Key Responsibilities:
β’ Lead comprehensive client interview sessions to gather estate planning needs
β’ Develop relationships during client seminars and networking events
β’ Stay updated on legal policy and risk factors impacting planning
β’ Explore and capitalize on potential business opportunities
β’ Document all client interactions and follow-up actions thoroughly
Requirements:
β’ Ca...