Will and Estate Consultant
11 hours ago
Winnipeg, Manitoba, Canada
RBC
Full-time
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Drive impactful estate planning with RBC Royal Trust as a Will and Estate Consultant. Focus on high-net-worth clients and collaborate with industry professionals for superior outcomes.
In your role as an Estate Advisor, you'll work in Halifax, acquiring wills and mandates while maintaining essential relationships with clients and partners. You will advise clients on estate planning, ensuring adherence to policy standards and current legislation affecting their documents.
Key Responsibilities: • Develop new appointments through existing business networks • Counsel clients on estate planning issues • Advise on trust and estate legal matters • Monitor changes in estate legislation • Provide outstanding client service to ensure appointment retention
Requirements: • Law Degree with bar membership in Canada • In-depth understanding of estate and trust regulations • Experience in related legal and financial fields • Bilingual English and French is essential • Excellent public speaking skills
Utilize your legal expertise to deliver exceptional client experiences at RBC Royal Trust.
In your role as an Estate Advisor, you'll work in Halifax, acquiring wills and mandates while maintaining essential relationships with clients and partners. You will advise clients on estate planning, ensuring adherence to policy standards and current legislation affecting their documents.
Key Responsibilities: • Develop new appointments through existing business networks • Counsel clients on estate planning issues • Advise on trust and estate legal matters • Monitor changes in estate legislation • Provide outstanding client service to ensure appointment retention
Requirements: • Law Degree with bar membership in Canada • In-depth understanding of estate and trust regulations • Experience in related legal and financial fields • Bilingual English and French is essential • Excellent public speaking skills
Utilize your legal expertise to deliver exceptional client experiences at RBC Royal Trust.
