Trust and Estate Advisor

What is the job opportunity about?

As a professional at RBC Trust Royal, the Trust and Estate Advisor is responsible for acquiring new wills, powers of attorney, or mandates that designate Trust Royal as a trustee. You will establish and maintain strong relationships with wealthy clients and key internal and external partners to target appropriate opportunities and ensure a superior experience in trust and estate services.

What will your tasks be?

• Generate new designations for wills, powers of attorney, and mandates, and new business opportunities by building relationships with influential individuals (accountants, lawyers, trustees, financial advisors, etc.).
• Provide guidance on succession and estate planning questions, ensure new documents comply with internal standards and policies, and ensure will policies are followed.
• Serve as a resource for RBC Trust Royal by providing advice on specific legal questions related to succession and trusts, and as a resource to internal partners and clients through presentations on succession and estate planning.
• Stay informed about changes to applicable laws related to succession and trust matters.
• Provide fast and efficient service to current clients regarding their wills, powers of attorney, and mandates.
• Offer superior customer service to existing clients and partners to ensure their loyalty.
• Actively participate in banking and financial services sector activities to continuously enhance sectorial and professional expertise.
• Serve as an ambassador for RBC Trust Royal in the market segment as a professional in succession and trusts.
• What do you need to succeed?

Requirements

• Lawyer (member of the Quebec Bar) or notary (member of the Quebec Notaries Chamber)
• Excellent knowledge of wills, trusts, estate and trust administration, applicable tax rules, and estate planning concepts
• Excellent knowledge of law related to wills, succession, and trusts
• Experience in the areas of wills, succession law, trusts, financial planning, and administration of trusts and estates, as well as relevant tax, environmental, family, and insurance issues
• Bilingualism (English and French) required, as you will serve a client base and do business with colleagues and partners who are Francophones and Anglophones across Canada
• Strong presentation skills

Assets

• Relationship management, marketing, and business expansion skills
• Established internal and external business network
• TEP (Trust and Estate Practitioner) designation
• Certified Financial Planner (CFP) designation awarded by the Canadian Securities Institute

Benefits for you

Giving our best, thinking differently to drive our growth, and working as a team to provide reliable advice that contributes to the success of clients and the prosperity of communities is a challenge we take on with flair. We care about the well-being of everyone and are committed to realizing our full potential, fostering community growth, and contributing to the success of all.

• Comprehensive compensation program including bonuses and customizable benefits, competitive remuneration, commissions, and stock options, if applicable
• Ability to make a significant contribution and have a lasting impact
• Dynamic, growing, collaborative, and high-performing team
• Opportunities to take on challenges
• WMRT
• Professional Skills
• Additional Job Details
• Address:
• 1 PLACE VILLE MARIE:MONTREAL
• City:
• Montreal
• Country:
• Canada
• Number of hours per week:
• 37.5
• Employment type:
• Full-time
• Industry:
• Wealth Management
• Function type:
• Regular
• Salary scale type:
• Salaried
• Posting date:
• 2026-07-16
• Application deadline:
• 2026-08-17

Note: *Applications will be accepted until 23:59 the day before the above application deadline*

Our Job Opportunities

At RBC, we are guided by our common values – Customer First, Integrity, Collaboration, Respect, and Excellence – and the principle Together at RBC, the key to success. We believe that an inclusive work environment offering diverse perspectives is essential to our continuous growth as one of the world's largest and most profitable financial institutions. Our work environment that fosters excellence, collaboration, innovation, and professional growth contributes to realizing our purpose and generating value for our clients and communities. To this end, we implement policies and programs that promote a respectful and inclusive work environment and provide opportunities for all.

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RBC is currently inviting candidates to apply for this vacant position. By applying to this job posting, you express your intention to pursue your career at RBC by taking on this opportunity. Qualified candidates may be invited for a more in-depth review of their resume.