Current jobs related to Will & Estate Consultant - Québec, Quebec - Royal Bank of Canada

  • Lead Estate Planning Consultant

    1 month ago

    Québec, Quebec, Canada Banque Nationale du Canada Full time

    Lead Estate Planning Consultant at Banque Nationale du CanadaAssisting clients and Financial Advisors with their estate management requirementsDelivering tailored information and insightsThis role encompasses advising on estate management issues, providing specialized guidance to clients, and working closely with the financial team at Banque Nationale du...

  • Estate Planning Consultant

    1 week ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    1 week ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    2 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    2 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    3 days ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Estate Planning Consultant

    2 days ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Senior Estate Planning Consultant

    1 month ago

    Québec, Quebec, Canada National Bank Full time

    Position Overview The role of a Senior Estate Planning Consultant at National Bank involves providing expert guidance to clients and Investment Advisors (IAs) regarding their estate planning requirements. This position is exclusively focused on consulting, devoid of responsibilities related to the reception or drafting of legal documents. Department Mission...

  • Real Estate Lawyer and Notary

    2 weeks ago

    Québec, Quebec, Canada Options Consulting Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Lawyer to join our team at Options Consulting Solutions. As a Senior Lawyer, you will be responsible for providing expert legal advice on a range of residential real estate matters.Key ResponsibilitiesManage residential real estate transactions from beginning to end, ensuring seamless...

  • Real Estate Lawyer and Notary

    2 weeks ago

    Québec, Quebec, Canada Options Consulting Solutions Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Lawyer to join our team at Options Consulting Solutions. As a Senior Lawyer, you will be responsible for providing expert legal advice on a range of residential real estate matters.Key ResponsibilitiesManage residential real estate transactions from beginning to end, ensuring seamless...

  • Wealth Management Estate and Trust Consultant

    1 month ago

    Québec, Quebec, Canada Scotiabank Full time

    Position Overview:As the Estate and Trust Lead for MD Signature in Quebec, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our affluent clientele. Your expertise will ensure the timely and insightful provision of advanced estate and trust planning advice, education, and support to various...

  • Senior Wealth Management Consultant

    1 month ago

    Québec, Quebec, Canada National Bank Full time

    Position Overview: The role of a Senior Wealth Management Consultant at National Bank involves assisting clients and Investment Advisors (IAs) in navigating their estate planning requirements by offering both general and tailored insights. Key Responsibilities: Provide expert guidance on estate planning strategies to enhance client financial security....

  • Lead Estate and Trust Consultant, MD Signature Private Wealth

    1 month ago

    Québec, Quebec, Canada Scotiabank Full time

    Position Overview:As the Estate and Trust Lead for MD Signature Private Wealth, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our high-net-worth clientele in Quebec. Your expertise will ensure that our affluent clients receive timely and insightful guidance on complex estate matters.Key...

  • Senior Estate and Trust Advisor, MD Signature Wealth Management

    1 month ago

    Québec, Quebec, Canada Scotiabank Full time

    Position Overview:As the Lead Estate and Trust Consultant for MD Signature Private Wealth, you will play a pivotal role in delivering comprehensive estate and trust planning services to our most affluent clientele. Your expertise will ensure that our clients receive timely and insightful guidance tailored to their complex financial needs.Key...

  • Senior Estate and Trust Advisor

    1 month ago

    Québec, Quebec, Canada MD Financial Management Full time

    Is this position a fit for you? In this capacity, you will: Oversee the estate and trust services for MD clients, ensuring an exceptional client journey, enhancing awareness, and crafting client-oriented materials and resources. Conduct research and deliver estate and trust planning expertise to MD advisors, financial consultants, and specialists. This...

  • Financial Planning Consultant

    5 days ago

    Québec, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Consultant to join our CIBC Financial Planning and Advice team. As a key member of our team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key ResponsibilitiesAnalyze customer portfolios and prepare retirement/investment...

  • Financial Planning Consultant

    5 days ago

    Québec, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Consultant to join our CIBC Financial Planning and Advice team. As a key member of our team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key ResponsibilitiesAnalyze customer portfolios and prepare retirement/investment...

  • Financial Consultant

    7 days ago

    Québec, Quebec, Canada MD Full time

    Unlock Your Potential as a Financial Consultant - AcquisitionAt MD, we're committed to empowering our clients to achieve their financial goals. As a Financial Consultant - Acquisition, you'll play a critical role in helping our clients navigate the complexities of financial planning and achieve success.Key Responsibilities:Develop and implement comprehensive...

  • Financial Consultant

    7 days ago

    Québec, Quebec, Canada MD Full time

    Unlock Your Potential as a Financial Consultant - AcquisitionAt MD, we're committed to empowering our clients to achieve their financial goals. As a Financial Consultant - Acquisition, you'll play a critical role in helping our clients navigate the complexities of financial planning and achieve success.Key Responsibilities:Develop and implement comprehensive...

  • Financial Consultant, Acquisition Specialist

    1 week ago

    Québec, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Consultant to join our Acquisition team at Scotiabank. As a key member of our team, you will be responsible for providing expert financial planning and advisory services to our clients in the medical community.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, covering...

Will & Estate Consultant

3 months ago

Québec, Quebec, Canada Royal Bank of Canada Full time

Job Summary

What is the opportunity?


As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals.

This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.


What will you do?

  • Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session
  • Participate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group.
  • Stay current relative to pertinent legislation, policy and risk management issues.
  • Proactively identify new business and referral opportunities for RBC Financial Group where appropriate.
  • Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter.
  • Maintain and report an accurate and complete record of activities and results.
  • Work with advisors in identifying appropriate opportunities
  • Follow through and coordinate any actions that come out of the interview process (i.e. various internal and external consultants.)
  • Stay current on the business unit's strategy and client offerings

What do you need to succeed?

Must have:

  • Canadian Law Degree and called to the bar in at least one Canadian province or territory.
  • A minimum of 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
  • Excellent written, verbal and electronic communication skills in English and French must be able to communicate in English as this role has to communicate with people across the country.
  • Valid driver's license

Nice to have:

  • Estate and Trust experience
  • Knowledge of Insurance Planning and Solutions
  • STEP membership

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
  • A worldclass training program in financial services
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • Ability to make a difference and lasting impact

Job Skills
Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

City:

Country:

Work hours/week:

0

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


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.