Senior Consultant providing legal expertise on estate and trust to RBC Wealth Management. Focusing on analysis, guidance, and mentoring within fiduciary matters.
Responsibilities
Conduct legal research, analyze and provide guidance on estate, trust and power of attorney issues
Act as subject matter expert and support Wealth Management Canada businesses on estate, trust and power of attorney initiatives
Act as coach and mentor to junior consultants/consultants and third party vendor on legal issues and documentation review
Accountable to remain current in developments in the area of fiduciary law
Represent WTRG and RBC Wealth Management at periodic internal and external seminars and participate in thought leadership activities
Identify trends in estate, trust and power of attorney account related issues and assist the business in developing policies and procedures
Requirements
Common Law degree and called to the bar in a Canadian common law province
5+ years experience in the estate and trust industry and legal training
Strong interpersonal skills
Time management skills
Ability to work under pressure
Excellent written, verbal and electronic communication skills
Exhibits sound judgment and problem solving skills
Demonstrated ability to self manage, think independently and analyze complex issues
Willingness to participate in continued learning of both civil and common law estate and trust concepts and principles
Trust designation preferred (MTI or TEP)
Bilingual
Benefits
A comprehensive Total Rewards Program including bonuses and flexible benefits
Competitive compensation
Commissions
Stock where applicable
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