RBC

Consultant, Wills and Trusts Resource Group – Civil Law

RBC

contract

Posted on:

Location Type: Office

Location: Montréal • Canada

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Research and analyze estate, incapacity, and trust issues raised by the Canadian Wealth Management operational business units
  • Make reasoned and informed recommendations to the business with the Senior Manager relating to the support of trust, estate, and incapacity issues
  • Prioritize escalation of estate, trust, and incapacity account issues based on urgency
  • Critically analyze, review and interpret estate, trust and incapacity documentation received from the business
  • Identify business and legal risks on any account issue escalated to WTRG
  • Support Canadian Wealth Management partners in review and development of proposed policies/guidelines related to estate, trust and incapacity account administration issues
  • Assist Senior Manager with providing coaching and feedback to develop the WTRG staff

Requirements

  • University degree (LL.B.)
  • 2+ years’ experience in the estate and trust industry
  • Bilingualism (English and French) required
  • Demonstrated ability to self-manage, think independently, and analyze complex issues
  • Trust designation preferred (MTI or TEP)
  • Experience as the lead subject matter expert on a team or experience in a people leadership role
  • Masters in notarial law (LL.M.)
  • A member in good standing of the Chambre des Notaires
Benefits
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate analysistrust analysisincapacity analysisrisk identificationpolicy developmentdocumentation interpretationcoachingfeedback provision
Soft Skills
self-managementindependent thinkingcomplex issue analysisleadershipcommunication
Certifications
LL.B.MTITEPLL.M.Chambre des Notaires membership