Senior Will and Estate Advisor
Core
Acquire new will and power of attorney appointments for high-net-worth clients and provide fiduciary estate planning guidance.
Role type
Senior Will and Estate Advisor (IC)
Builds
New will and estate appointment business for Royal Trust
Domain
Wealth Management / Estate Law
Deliverable
client delivery
Required skills
Canadian law degree, wills and estate administration, trust law, tax planning, legislative updates, presentation skills
Preferred skills
relationship management, sales development, TEP designation, financial planner designation
Technologies
N/A
Responsibilities
Self-source new will and power of attorney appointments, provide guidance on estate planning issues, act as a resource for legal advice on estate and trust matters, keep current with legislative changes, provide timely client service for existing appointments, participate in industry events, serve as an ambassador for Royal Trust
Seniority
Senior, hands-on IC
