Estate Planning Specialist
4 weeks ago
As a Will and Estate Advisor at RBC, you will play a critical role in supporting clients through one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and provide comprehensive solutions to help clients achieve their goals.
Key Responsibilities- Develop and present estate planning guides for agents, groups, and individuals, educating them on relevant subtleties.
- Provide a process to take inventory, record estate assets, clarify individual planning goals, needs, and desired outcomes.
- Create, review, and update individual estate plans, offering ongoing recommendations to improve estate planning processes and practices.
- Educate and assist in selecting appropriate estate planning instruments, interpreting their pros and cons and applicability to individual situations.
- Law degree and membership in the Law Society of Saskatchewan.
- Possession or pursuit of TEP designation.
- At least 1-3 years of related experience.
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a lasting impact and contribute to the well-being of our clients and communities.
- A dynamic, collaborative, and progressive work environment.
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Estate Planning Specialist Associate
3 weeks ago
Regina, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and motivated Estate Planning Specialist Associate to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and support in the area of estate planning.Key ResponsibilitiesSupport Estate Planning Specialists in providing insurance-based...
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Associate Estate Planning Specialist
2 weeks ago
Regina, Saskatchewan, Canada Royal Bank of Canada> Full timeJob Summary:We are seeking an experienced Estates Planning Specialist to provide insurance-based solutions to clients of RBC Wealth Management. This role involves supporting Estate Planning Specialists in providing insurance solutions, becoming familiar with Individual Life and Living Benefits products, and managing the end-to-end insurance sales process.Key...
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Estate Planning Specialist
1 month ago
Regina, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryFoster a culture of excellence in estate planning and wealth management by providing expert guidance to clients and stakeholders on the preparation and administration of succession plans. Leverage your expertise and a proven set of practices, knowledge, and skills to deliver tailored solutions.Key ResponsibilitiesDevelop and present comprehensive...
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Estate Planning Specialist
1 month ago
Regina, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryFoster a culture of excellence in estate planning and wealth management by providing expert guidance to clients and stakeholders on the preparation and administration of succession plans. Leverage your expertise and a proven set of practices, knowledge, and skills to deliver tailored solutions.Key ResponsibilitiesDevelop and present comprehensive...
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Financial Planning Specialist
3 weeks ago
Regina, Saskatchewan, Canada Scotiabank Full timeAs a Financial Planning Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Using a comprehensive financial planning...
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Tax Planning Manager
4 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewKPMG in Canada is seeking a highly motivated and experienced tax professional to join our Private Enterprise practice as a Senior Tax Advisor. As a key member of our team, you will work closely with Partners and other client service team members to design tax planning initiatives that meet the unique needs of our private company clients.Key...
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Tax Planning Manager
4 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewKPMG in Canada is seeking a highly motivated and experienced tax professional to join our Private Enterprise practice as a Senior Tax Advisor. As a key member of our team, you will work closely with Partners and other client service team members to design tax planning initiatives that meet the unique needs of our private company clients.Key...
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Tax Planning Manager
4 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewKPMG in Canada is seeking a highly motivated and experienced tax professional to join our Private Enterprise practice as a Senior Tax Advisor. As a key member of our team, you will work closely with Partners and other client service team members to design tax planning initiatives that meet the unique needs of our private company clients.Key...
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Tax Planning Manager
4 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewKPMG in Canada is seeking a highly motivated and experienced tax professional to join our Private Enterprise practice as a Senior Tax Advisor. As a key member of our team, you will work closely with Partners and other client service team members to design tax planning initiatives that meet the unique needs of our private company clients.Key...
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Financial Planning Specialist
2 weeks ago
Regina, Saskatchewan, Canada Scotiabank Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...
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Tax Planning Manager
1 month ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewKPMG in Canada is seeking a highly motivated and experienced tax professional to join our Private Enterprise practice as a Senior Tax Advisor. As a key member of our team, you will work closely with Partners and other client service team members to design tax planning initiatives that meet the unique needs of our private company clients.Key...
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Tax Planning Manager
1 month ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewKPMG in Canada is seeking a highly motivated and experienced tax professional to join our Private Enterprise practice as a Senior Tax Advisor. As a key member of our team, you will work closely with Partners and other client service team members to design tax planning initiatives that meet the unique needs of our private company clients.Key...
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Tax Planning Manager
2 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeOverviewAt KPMG in Canada, you'll be part of a diverse and dedicated team of problem solvers, connected by a common goal: turning insight into opportunity for clients and communities worldwide. As a senior team member in our Private Enterprise practice, you will work closely with KPMG Partners to deliver business advisory services to private companies and...
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Regional Director, High Networth Planning
1 month ago
Regina, Saskatchewan, Canada BMO Full timeJob SummaryBMO is seeking a highly skilled Regional Director, High Networth Planning to lead our team of wealth and specialized planners in delivering exceptional client experiences and driving the growth of our Private Wealth business.Key ResponsibilitiesLead a team of wealth and specialized planners to deliver high-quality client experiences and drive...
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Regional Director, High Networth Planning
1 month ago
Regina, Saskatchewan, Canada BMO Full timeJob SummaryBMO is seeking a highly skilled Regional Director, High Networth Planning to lead our team of wealth and specialized planners in delivering exceptional client experiences and driving the growth of our Private Wealth business.Key ResponsibilitiesLead a team of wealth and specialized planners to deliver high-quality client experiences and drive...
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Tax Planning Manager
4 weeks ago
Regina, Saskatchewan, Canada KPMG Canada Full timeAbout the RoleWe are seeking a highly motivated and experienced Tax Planning Manager to join our Private Enterprise practice in Canada. As a key member of our team, you will work closely with our Partners and client service team members to design and implement tax planning initiatives for private companies and high net worth individuals.Key...
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Tax Planning Manager
4 weeks ago
Regina, Saskatchewan, Canada KPMG Canada Full timeAbout the RoleWe are seeking a highly motivated and experienced Tax Planning Manager to join our Private Enterprise practice in Canada. As a key member of our team, you will work closely with our Partners and client service team members to design and implement tax planning initiatives for private companies and high net worth individuals.Key...
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Tax Planning Manager
3 weeks ago
Regina, Saskatchewan, Canada KPMG-Canada Full timeUnlock Your PotentialAt KPMG in Canada, we're seeking a highly motivated individual to join our Private Enterprise practice as a Tax Planning Manager. As a key member of our team, you will work closely with Partners and client service team members to design ownership and governance structures for private company clients.Key ResponsibilitiesDevelop and...
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Telecom Site Acquisition Specialist
2 weeks ago
Regina, Saskatchewan, Canada Scott Land Ltd Full timeJob DescriptionAs a Site Acquisition Specialist at Scott Land Ltd., you will be responsible for performing land title searches, engaging with landowners for site acquisition, coordinating zoning and leasing activities for new telecommunication site builds and existing site modifications. You will work closely with our national partners on all acquisition...
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Telecom Site Acquisition Specialist
3 weeks ago
Regina, Saskatchewan, Canada Scott Land Ltd Full timeJob SummaryScott Land Ltd. is seeking a highly skilled Site Acquisition Specialist to join their team. As a key member of the acquisition team, you will be responsible for performing land title searches, engaging with landowners, and coordinating zoning and leasing activities for new telecommunication site builds and existing site modifications.Key...