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Will & Estate Advisor - RBC Wealth Management

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RBC
πŸ“ toronto, Canada
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Location toronto
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Posted May 31, 2026
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Commute Local Area
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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...

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πŸ“ Location Details

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City
toronto
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Country
Canada
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Commute
Local Area

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