Senior Consultant, Wills and Trusts Resource Group (Civil Law)

RBC • Montreal, QC

2d • Onsite

About The Position

As a member of the Wills and Trusts Resource Group (WTRG), the Senior Consultant will be part of the centre of technical and legal expertise on fiduciary matters for 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.

Requirements

• Membership in good standing with the Barreau du Québec or Chambre des notaires du Québec
• Minimum of 5 years of experience in estate and trust industry, legal consulting, etc.
• Ability to work effectively both independently and collaboratively within a team environment
• Strong interpersonal and time management skills, with the ability to work under pressure
• 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
• Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs

Nice To Haves

• MTI or TEP designation
• Master of Laws in Notarial Law (LL.M.)

Responsibilities

• Conduct legal research, perform analyses, and provide guidance on estate, trust, and power of attorney issues escalated by the Canadian Wealth Management businesses and functional groups.
• Utilize knowledge of relevant jurisdictional laws and principles and prioritize escalation of estate and trust account issues based on urgency to provide timely recommendations.
• Act as subject matter expert and support Wealth Management Canada businesses on estate, trust, and power of attorney initiatives and policy development to help manage risk and promote consistency in business practices across all lines of business.
• Act as coach and mentor to junior consultants and to third-party vendors on legal issues and documentation review and be the first point of contact for junior consultants on legal and risk issues and questions.
• Remain current in developments in 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 (e.g., publications, presentations, etc.).
• Identify trends in estate, trust, and power of attorney account issues and assist the business in developing policies and procedures to address identified issues and gaps.

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior