Senior Consultant, Wills and Trusts Resource Group
Top Benefits
About the role
Job Description
What is the opportunity?
As a member of the Wills and Trusts Resource Group (WTRG) under the Professional Practice Group, the Senior Consultant will be part of the centre of technical and legal expertise on fiduciary matters for Royal Trust and other Canadian Wealth Management businesses. The role will primarily involve legal support, analysis and recommendations to RBC Canadian Wealth Management businesses on estate, trust and power of attorney account administration and maintenance issues.
The position will support revenue generation through retention of funds by improving the client experience on estate settlements and the opening of new trust accounts, and will help minimize risk and promote consistency in business practices across RBC Canadian Wealth Management.
What will you do?
- Conduct legal research, analyze and provide guidance on estate, trust and power of attorney issues escalated by the Canadian Wealth Management businesses and functional groups utilizing knowledge of relevant jurisdictional laws and principles and prioritize escalation of estate and trust account issues based on urgency of issue to provide timely recommendations
- Act as subject matter expert and support Wealth Management Canada businesses on estate, trust and power of attorney initiatives, policy development to manage risk and promote consistency in business practices across all lines of businesses
- Act as coach and mentor to junior consultants/consultants and to third party vendor on legal issues and documentation review and to be the first point of contact for consultants and junior consultants on legal and risk related issues and questions
- Accountable to remain current in developments in the area of fiduciary law (common law or civil law as appropriate)
- Represent WTRG and RBC Wealth Management at periodic internal and external seminars and participate in thought leadership activities (publications, presentations, etc.)
- Identify trends in estate, trust and power of attorney account related issues and assist the business in developing policies and procedures to address identified issues and gaps
What do you need to succeed?
Must Have
- 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
- Ability to work well independently as well as in a team environment
- Strong interpersonal skills, time management skills and 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
Nice to Have
- Trust designation preferred (MTI or TEP)
- Bilingual
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
WMRT
Job Skills
Common Law, Consulting, Customer Needs, Customer Service, Customer Service Management, Decision Making, Legal Research, Long Term Planning, Perseverance and Follow-Through, Problem Solving
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-08-26
Application Deadline:
2025-09-23
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Senior Consultant, Wills and Trusts Resource Group
Top Benefits
About the role
Job Description
What is the opportunity?
As a member of the Wills and Trusts Resource Group (WTRG) under the Professional Practice Group, the Senior Consultant will be part of the centre of technical and legal expertise on fiduciary matters for Royal Trust and other Canadian Wealth Management businesses. The role will primarily involve legal support, analysis and recommendations to RBC Canadian Wealth Management businesses on estate, trust and power of attorney account administration and maintenance issues.
The position will support revenue generation through retention of funds by improving the client experience on estate settlements and the opening of new trust accounts, and will help minimize risk and promote consistency in business practices across RBC Canadian Wealth Management.
What will you do?
- Conduct legal research, analyze and provide guidance on estate, trust and power of attorney issues escalated by the Canadian Wealth Management businesses and functional groups utilizing knowledge of relevant jurisdictional laws and principles and prioritize escalation of estate and trust account issues based on urgency of issue to provide timely recommendations
- Act as subject matter expert and support Wealth Management Canada businesses on estate, trust and power of attorney initiatives, policy development to manage risk and promote consistency in business practices across all lines of businesses
- Act as coach and mentor to junior consultants/consultants and to third party vendor on legal issues and documentation review and to be the first point of contact for consultants and junior consultants on legal and risk related issues and questions
- Accountable to remain current in developments in the area of fiduciary law (common law or civil law as appropriate)
- Represent WTRG and RBC Wealth Management at periodic internal and external seminars and participate in thought leadership activities (publications, presentations, etc.)
- Identify trends in estate, trust and power of attorney account related issues and assist the business in developing policies and procedures to address identified issues and gaps
What do you need to succeed?
Must Have
- 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
- Ability to work well independently as well as in a team environment
- Strong interpersonal skills, time management skills and 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
Nice to Have
- Trust designation preferred (MTI or TEP)
- Bilingual
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
WMRT
Job Skills
Common Law, Consulting, Customer Needs, Customer Service, Customer Service Management, Decision Making, Legal Research, Long Term Planning, Perseverance and Follow-Through, Problem Solving
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-08-26
Application Deadline:
2025-09-23
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.