Estate Planning Consultant
2 weeks ago
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.
- 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.
- Estate and Trust experience.
- Knowledge of Insurance Planning and Solutions.
- STEP membership.
- 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.
-
Estate Planning Consultant
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, 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...
-
Estate Planning Consultant
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, 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...
-
Estate Planning Consultant
1 month ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, 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...
-
Estate Planning Consultant
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, 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...
-
Estate Planning Consultant
5 days ago
Vancouver, British Columbia, Canada RBC - Royal Bank Full timeJob OpportunityWhat is the role?As a key member of the Wealth Management Services team at RBC, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to help clients achieve their financial goals.The role requires strong...
-
Estate Planning Specialist
5 days ago
Vancouver, British Columbia, Canada Scotiabank Full timeJob Title: Estate & Trust Consultant - VancouverAre you a skilled professional looking for a challenging role in estate and trust consulting? We are seeking a highly motivated and experienced individual to join our team as an Estate & Trust Consultant in Vancouver.Key Responsibilities:Partner with Scotiabank & Scotia Wealth Management advisors to deliver...
-
Estate Planning Specialist
4 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleAs an Estate & Trust Consultant with Scotiabank, you will play a key role in delivering exceptional estate planning services to High Net Worth clients. Your expertise will be instrumental in creating personalized estate plans, identifying opportunities for wealth growth, and building strong relationships with clients and partners.Key...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleAs an Estate & Trust Consultant with Scotiabank, you will play a key role in delivering exceptional estate planning services to High Net Worth clients. Your expertise will be instrumental in creating personalized estate plans, identifying opportunities for wealth growth, and building strong relationships with clients and partners.Key...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole OverviewAs an Estate and Trust Consultant, you will play a key role in delivering Scotiabank's estate planning services and solutions to High Net Worth clients. You will partner with advisors to meet with clients and prospects, creating a positive experience and adding value through estate and trust solutions.Key ResponsibilitiesDevelop and strengthen...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Scotiabank Full timeRole OverviewAs an Estate and Trust Consultant, you will play a key role in delivering Scotiabank's estate planning services and solutions to High Net Worth clients. You will partner with advisors to meet with clients and prospects, creating a positive experience and adding value through estate and trust solutions.Key ResponsibilitiesDevelop and strengthen...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team in Vancouver. As a key member of our Wealth Management team, you will be responsible for delivering exceptional estate planning services to our High Net Worth clients.Key ResponsibilitiesPartner with Scotiabank and Scotia Wealth Management advisors to meet with clients...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Estate and Trust Consultant to join our team in Vancouver. As a key member of our Wealth Management team, you will be responsible for delivering exceptional estate planning services to our High Net Worth clients.Key ResponsibilitiesPartner with Scotiabank and Scotia Wealth Management advisors to meet with clients...
-
Will and Estate Consultant
3 weeks ago
Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management team at Royal Trust Corporation of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, implementing comprehensive wealth management strategies in coordination with...
-
Will and Estate Consultant
3 weeks ago
Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management team at Royal Trust Corporation of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, implementing comprehensive wealth management strategies in coordination with...
-
Licensed Real Estate Salesperson
3 weeks ago
Vancouver, British Columbia, Canada Bespoke Real Estate Group Full timeUnlock Your Potential as a Sales AgentWe're seeking ambitious and self-motivated Sales Agents to join our fast-growing team at Bespoke Real Estate Group. As a Sales Agent, you'll have the opportunity to build a rewarding career, helping clients find and buy their dream homes.Key Responsibilities:Supervise the closing process to ensure a seamless transaction...
-
Licensed Real Estate Salesperson
3 weeks ago
Vancouver, British Columbia, Canada Bespoke Real Estate Group Full timeUnlock Your Potential as a Sales AgentWe're seeking ambitious and self-motivated Sales Agents to join our fast-growing team at Bespoke Real Estate Group. As a Sales Agent, you'll have the opportunity to build a rewarding career, helping clients find and buy their dream homes.Key Responsibilities:Supervise the closing process to ensure a seamless transaction...
-
Estate Planning Specialist
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through the complexities of estate planning and administration.Key ResponsibilitiesGuide clients and their families through the estate planning process, ensuring their wishes are respected and their assets are protected.Develop and implement...
-
Estate Planning Specialist
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through the complexities of estate planning and administration.Key ResponsibilitiesGuide clients and their families through the estate planning process, ensuring their wishes are respected and their assets are protected.Develop and implement...
-
Estate Planning Attorney
4 weeks ago
Vancouver, British Columbia, Canada Westcoast Wills & Estates Full timeJob Title: Wills and Estates LawyerWe are seeking a highly skilled Wills and Estates Lawyer to join our team at Westcoast Wills & Estates. As a Wills and Estates Lawyer, you will be responsible for providing comprehensive estate and incapacity planning services to our clients.Key Responsibilities:Provide estate and incapacity planning services to...
-
Estate Planning Attorney
4 weeks ago
Vancouver, British Columbia, Canada Westcoast Wills & Estates Full timeJob Title: Wills and Estates LawyerWe are seeking a highly skilled Wills and Estates Lawyer to join our team at Westcoast Wills & Estates. As a Wills and Estates Lawyer, you will be responsible for providing comprehensive estate and incapacity planning services to our clients.Key Responsibilities:Provide estate and incapacity planning services to...