Will and Estate Consultant

4 weeks ago


Peterborough, Ontario, Canada Royal Bank of Canada Full time
Will & Estate Consultant

As an integral member of Wealth Management Services, this role works 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 enables RBC advisors to deliver integrated wealth management.

  • Carry out client interview sessions and create summary letters for clients recapping advice discussed in the session.
  • Participate in client/prospect seminars and develop relationships with other estate planning professionals.
  • Stay current with pertinent legislation, policy, and risk management issues.
  • Proactively identify new business and referral opportunities for RBC.
  • Foster a cohesive working environment to facilitate seamless delivery of service to clients.
  • Maintain and report accurate records of activities and results.

Requirements:
  • Canadian Law Degree and called to the bar in at least one Canadian province or territory.
  • Minimum 5 years' experience and advanced knowledge of Canadian legislation, including wills, estate & trust administration, and related tax rules.
  • Good knowledge of insurance products as estate planning tools.
  • Advanced knowledge of common law related to wills, estates, and trusts.
  • Excellent written, verbal, and electronic communication skills.

Benefits:
  • Comprehensive Total Rewards Program including bonuses and flexible benefits.
  • World-class training program in financial services.
  • Dynamic, collaborative, progressive, and high-performing team.
  • Ability to make a difference and lasting impact.


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