Estate Planning Consultant

2 weeks ago

Vancouver, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless integration with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver comprehensive wealth management solutions to clients, mirroring the level of service typically reserved for high-net-worth individuals.

Key Responsibilities
  • Conduct in-depth client interviews, distilling key insights and recommendations into comprehensive summary letters.
  • Collaborate with advisors on client/prospect seminars, fostering relationships with internal and external estate planning professionals.
  • Stay abreast of pertinent legislation, policy, and risk management issues, ensuring informed decision-making.
  • Identify new business and referral opportunities for RBC Financial Group, aligning with the company's strategic objectives.
  • Maintain a cohesive working environment across RBC Financial Group, ensuring seamless delivery of services to clients.
  • Accurately record and report activities and results, providing valuable insights for continuous improvement.
  • Work closely with advisors to identify suitable opportunities, ensuring alignment with client needs.
  • Coordinate follow-up actions arising from client interviews, leveraging internal and external consultants as needed.
  • Stay current on the business unit's strategy and client offerings, ensuring a deep understanding of RBC's value proposition.
Requirements
  • Canadian Law Degree and bar admission in at least one Canadian province or territory.
  • A minimum of 5 years' experience, with advanced knowledge of Canadian legislation, including wills, estate, and trust administration, as well as related tax rules and planning opportunities.
  • Good knowledge of various insurance products as estate planning tools.
  • Advanced knowledge of common law related to wills, estates, and trusts.
  • Excellent written, verbal, and electronic communication skills in English.
  • Valid driver's license.
Preferred Qualifications
  • Estate and Trust experience.
  • Knowledge of Insurance Planning and Solutions.
  • STEP membership.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • A world-class training program in financial services.
  • The opportunity to work in a dynamic, collaborative, progressive, and high-performing team.
  • The ability to make a lasting impact and contribute to the success of our clients and communities.

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