Description
The Will & Estate Consultant works within Wealth Management Services, collaborating with Investment Advisors to offer consulting services to their clients. Key responsibilities include conducting client interviews, preparing detailed summary letters, and coordinating with clients' tax and legal professionals for implementation. This role contributes to a team of accredited professionals dedicated to providing integrated wealth management solutions.
What We're Looking For
Conduct client interview sessions and prepare comprehensive summary letters.,Participate in client/prospect seminars with advisors.,Develop and maintain relationships with internal and external estate planning professionals.,Stay current on pertinent legislation, policy, and risk management issues.,Proactively identify new business and referral opportunities for RBC Financial Group.,Foster a cohesive working environment across RBC Financial Group to facilitate seamless service delivery.,Maintain and report accurate and complete records of activities and results.,Work with advisors in identifying appropriate opportunities.,Follow through and coordinate actions stemming from the interview process with various consultants.,Stay current on the business unit's strategy and client offerings.
Ideal Candidate
Canadian Law Degree.,Member of the Quebec Board of Notaries or Member of the Bar Association from at least one Canadian province (or equivalent).,Minimum 5 years' experience and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities.,Good knowledge of various insurance products as estate planning tools.,Advanced knowledge of common law related to wills, estates and trusts.,Bilingualism (English and French) required.,Valid driver's license.,Nice to have: Estate and Trust experience.,Nice to have: Knowledge of Insurance Planning and Solutions.,Nice to have: Knowledge in cross-border estate law.,Nice to have: STEP membership.
Minimum Education
Canadian Law Degree
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Requires a valid driver's license.
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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