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Senior Will and Estate Advisor

Halifax, NS
Full Time
You will be responsible for the acquisition of new Wills, Trusts, and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity. You will develop and maintain strong collaborative relationships with High Net Worth clients and key internal & external partners, and provide exceptional advice as your raise the profile of Royal Trust as the leader in the industry.

Please note: The position would initially be remote, based out of a home office set-up, with an eventual territory/region to physically cover. Some travel will be required in time.

What will you do?
  • Self-source new Will and Power of Attorney appointments and other new business opportunities through established relationships with Centres of Influence
  • Provide advice on will planning issues, ensuring that new documents meet internal policy standards
  • Develop strong working relationships with key internal partners and external Centers of Influence
  • Act as a resource by providing advice on specific estate and trust legal issues
  • Keep current with legislative changes related to estate & trust issues within the applicable governing jurisdiction
  • Provide timely and effective client service for existing clients relative to their Wills and Powers of Attorney documents
  • Provide superior client service for existing clients and partners in order to ensure retention of appointments

What do you need to succeed?

Must Have:
  • Law Degree, and called to the Bar in one Canadian province or territory
  • Advanced knowledge of the legislation and procedure involving wills, estate administration, trust and related administration, tax rules and planning concepts
  • Advanced knowledge of the common law related to wills, estates and trusts
  • Experience in will, estate, and trust law, financial planning, trust & estate administration, and relevant related legal topics, such as taxation, environmental, family, real property, and insurance
  • Excellent written, verbal, and electronic communication skills
  • Excellent presentation skills

Nice to Have:
  • STEP
  • CFP
  • Proficiency with MS Office

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • A world-class training program in financial services
  • Work in a dynamic, collaborative, progressive, and high-performing team

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Work Hours/Week:37.5
Work Environment:Your Home Office
Employment Type:Permanent
Career Level:Experienced Hire/Professional
Pay Type:Salary + Variable Bonus
Required Travel (%):26-50
People Manager:No
Application Deadline:05/22/2021
Platform:Wealth Management

Req ID:350837
Ad Code(s):
Management and Executive