Key skills
LeadershipCommunicationProblem SolvingTime Management
About this role
Role Overview
- 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