Onsite Senior Consultant, Wills and Trusts

Posted 23 hours ago

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About the role

  • 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
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact

Job title

Senior Consultant, Wills and Trusts

Job type

Experience level

Senior

Salary

CA$90,000 - CA$140,000 per year

Degree requirement

Postgraduate Degree

Location requirements

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