Will and Estate Consultant- EN

3 days ago

Montreal, Canada RBC Full time

Opportunity Overview As an integral member of Wealth Management Services, the Will & Estate Consultant works with Investment Advisors to provide consulting services to their clients, coordinating with tax and legal professionals. The team enables RBC advisors to deliver integrated wealth management previously available only to the most affluent families. Responsibilities 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. Maintain and report an accurate and complete record of activities and results. Work with advisors in identifying appropriate opportunities. Follow through and co‑ordinate any actions that come out of the interview process (e.g., various internal and external consultants). Stay current on the business unit's strategy and client offerings. Qualifications Must have: Canadian Law Degree. Member of the Quebec Board of Notaries or the Bar Association of at least one Canadian province (or equivalent). A minimum of 5 years’ experience and advanced knowledge of Canadian legislation, including planning of wills, estate & trust administration and related tax rules. Good knowledge of various insurance products as estate planning tools. Advanced knowledge of common law related to wills, estates and trusts. Bilingualism (English and French) required for serving clients and collaborating with partners across Canada. Valid driver’s license. Nice to have: Estate and Trust experience. Knowledge of Insurance Planning and Solutions. Knowledge in cross‑border estate law. STEP membership. Benefits A comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, commissions and stock where applicable. A world‑class training program in financial services. Work in a dynamic, collaborative, progressive and high‑performing team. Opportunity to make a lasting impact and difference. Job Skills Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi‑Level Communication, Product Services. Additional Job Details Address: 1 PLACE VILLE MARIE: MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-02 Application Deadline: 2025-12-03 23:59 (applications accepted until 11:59 PM the day prior to the deadline). Inclusion & Equal Opportunity Employment At RBC, we believe an inclusive workplace with diverse perspectives is core to our continued growth. We strive to deliver a workplace based on respect, belonging and opportunity for all, supported by policies and programs that foster collaboration, innovation and professional growth. Application Process Keep in the Talent Community to stay informed about future opportunities. #J-18808-Ljbffr

  • Will and Estate Consultant

    1 week ago

    Montreal, Canada Royal Bank of Canada> Full time

    Job DescriptionWhat 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...

  • Will and Estate Consultant

    1 week ago

    Montreal, Quebec, Canada RBC Full time $60,000 - $120,000 per year

    Job DescriptionWhat 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...

  • Will and Estate Consultant

    7 days ago

    Montreal, Quebec, Canada RBC Full time $80,000 - $150,000 per year

    Job DescriptionWhat 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...

  • Will & Estates Notary - External Consultant

    2 weeks ago

    Montreal, Canada ClearEstate Full time

    Will & Estates Notary - External ConsultantJoin to apply for the Will & Estates Notary - External Consultant role at ClearEstate.ClearEstate’s mission is to empower estate executors by delivering transparent estate settlement and planning solutions through highly trained professionals and state-of-the-art technology.We are seeking a Quebec-licensed Notary...

  • Estate & Wealth Planning Consultant

    3 days ago

    Montreal, Canada RBC Full time

    A leading financial services provider is seeking a Will & Estate Consultant in Montreal to work closely with Investment Advisors and clients. This role requires a Canadian Law Degree, membership with a relevant Bar Association, and a minimum of 5 years of experience in estate planning. Bilingualism in English and French is essential. Join a collaborative...

  • Director, Real Estate

    7 days ago

    Montreal, Quebec, Canada BGIS Full time $90,000 - $120,000 per year

    DescriptionWho We AreBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses. Globally, we manage over...

  • Director, Real Estate

    23 hours ago

    Montreal, Quebec, Canada BGIS Full time

    DescriptionWho We AreBGIS is a leading provider of customized facility management and real estate services. With our combined team of over 6,500 globally, we relentlessly focus on enabling innovation through the services we deliver, while actively looking for new opportunities that will enable innovation for our clients' businesses. Globally, we manage over...

  • Financial Advisory Consultant- EN

    4 weeks ago

    Montreal, Canada RBC Full time

    OpportunityFinancial Advisory Consultant- EN at RBCWhat is the opportunity?RBC Family Office Services is a team of professionals who support Investment Advisors and RBC Canadian Banking, delivering integrated wealth management and planning to clients and their families. Financial Advisory Support (FAST) is a centralized team of accredited tax, estate and...

  • Financial Advisory Consultant- EN

    3 weeks ago

    Montreal, Canada RBC Full time

    OpportunityFinancial Advisory Consultant- EN at RBCWhat is the opportunity?RBC Family Office Services is a team of professionals who support Investment Advisors and RBC Canadian Banking, delivering integrated wealth management and planning to clients and their families. Financial Advisory Support (FAST) is a centralized team of accredited tax, estate and...

  • Financial Advisory Consultant- EN

    4 weeks ago

    Montreal, Canada RBC Full time

    Opportunity Financial Advisory Consultant- EN at RBC What is the opportunity? RBC Family Office Services is a team of professionals who support Investment Advisors and RBC Canadian Banking, delivering integrated wealth management and planning to clients and their families. Financial Advisory Support (FAST) is a centralized team of accredited tax, estate and...