Will & Estate Consultant

1 week ago


Québec, Quebec, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the role about?

Join a key team in Wealth Management Services as a Will & Estate Consultant. Your mission is to collaborate with Investment Advisors, offering consulting services to their clients. This allows RBC advisors to provide comprehensive wealth management services previously only accessible to high-net-worth families.

What will you be doing?

  • Conduct client interview sessions and prepare detailed summary letters recapping the advice discussed
  • Engage in client/prospect seminars with advisors and build relationships with estate planning professionals inside and outside RBC Financial Group
  • Stay updated on relevant legislation, policies, and risk management issues
  • Identify new business and referral opportunities for RBC Financial Group
  • Promote a collaborative environment across RBC Financial Group for seamless client service delivery
  • Maintain accurate records of activities and results
  • Assist advisors in recognizing suitable opportunities
  • Coordinate actions resulting from interview processes
  • Stay informed about the business unit's strategy and client offerings

What do you need to qualify?

Requirements:

  • Canadian Law Degree and bar admission in at least one Canadian province or territory
  • Minimum 5 years' experience with advanced knowledge of Canadian legislation related to wills, estates, trusts, and tax rules
  • Familiarity with various insurance products for estate planning
  • Advanced understanding of common law pertaining to wills, estates, and trusts
  • Excellent communication skills in English and French
  • Valid driver's license

Preferred Qualifications:

  • Experience in Estate and Trust management
  • Knowledge of Insurance Planning and Solutions
  • Membership in STEP

What's in it for you?

Get ready for exciting challenges, continuous growth, and the opportunity to provide trusted advice that helps clients and communities thrive. At RBC, we prioritize personal development, teamwork, community impact, and shared success:

  • Comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and stock options
  • World-class financial services training program
  • Collaborative, dynamic, and high-performing work environment
  • Ability to make a meaningful and lasting impact

Job Skills

Consulting, Customer Needs, Customer Service, Problem Solving, Long Term Planning, Communication, Product Services

Additional Details

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried



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