Current jobs related to Estate Planning Consultant - Toronto, Ontario - Royal Bank of Canada>

  • Estate Planning Consultant

    1 month ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: Will & Estate ConsultantJob Summary:We are seeking a highly skilled and experienced Will & Estate Consultant to join our Wealth Management Services team at RBC Dominion Securities Inc. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in...

  • Estate Planning Consultant

    1 month ago

    Toronto, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    1 month ago

    Toronto, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    1 month ago

    Toronto, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Title: Will & Estate ConsultantJob Summary:We are seeking a highly skilled and experienced Will & Estate Consultant to join our Wealth Management Services team at RBC Dominion Securities Inc. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in...

  • Estate Planning Consultant

    1 month ago

    Toronto, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job OpportunityWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Royal Trust Corporation of Canada. As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own...

  • Estate Planning Consultant

    2 months ago

    Toronto, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job OpportunityWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Royal Trust Corporation of Canada. As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own...

  • Tax and Estate Planning Consultant

    1 month ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxCareer OpportunityRole Title: AVP, Tax & Estate PlanningPurpose of role: The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.This role is focused on delivering exceptional tax...

  • Tax and Estate Planning Consultant

    1 month ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxCareer OpportunityRole Title: AVP, Tax & Estate PlanningPurpose of role: The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.This role is focused on delivering exceptional tax...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, you will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.Key...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, you will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.Key...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, you will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.Key...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, you will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.Key...

  • Senior Tax and Estate Planning Consultant

    3 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    Senior Tax and Estate Planning ConsultantForesters Financial Services, Inc. is seeking a highly skilled Senior Tax and Estate Planning Consultant to provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.This role is national in scope and the incumbent will...

  • Senior Tax and Estate Planning Consultant

    3 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job SummaryThe Senior Tax and Estate Planning Consultant will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is responsible for providing expert advice and guidance to ensure that clients receive the best possible solutions for their tax...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxJob Summary:The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is responsible for providing expert advice and guidance to ensure that clients receive the best...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxJob Summary:The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is responsible for providing expert advice and guidance to ensure that clients receive the best...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    AVP, Tax & Estate PlanningJoin our team of experts at Foresters Financial Services, Inc. as we seek a highly skilled Assistant Vice President, Tax and Estate Planning to provide consulting support to our Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.Key Responsibilities:Provide...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time

    AVP, Tax & Estate PlanningJoin our team of experts at Foresters Financial Services, Inc. as we seek a highly skilled Assistant Vice President, Tax and Estate Planning to provide consulting support to our Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.Key Responsibilities:Provide...

  • Estate Planning Specialist

    1 month ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, the Will & Estate Consultant plays a vital role in collaborating with Investment Advisors to provide expert consulting services to their clients. These services are then implemented in coordination with the clients' tax and legal advisors.Job DescriptionWhat is the...

  • Estate Planning Specialist

    1 month ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, the Will & Estate Consultant plays a vital role in collaborating with Investment Advisors to provide expert consulting services to their clients. These services are then implemented in coordination with the clients' tax and legal advisors.Job DescriptionWhat is the...

Estate Planning Consultant

2 months ago

Toronto, Ontario, 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 high-net-worth individuals.

Key Responsibilities
  • Conduct in-depth client interviews and create detailed summary reports outlining advice discussed during sessions.
  • Participate in client/prospect seminars and develop relationships with estate planning professionals within and outside RBC Financial Group.
  • Stay up-to-date on relevant legislation, policy, and risk management issues.
  • Identify new business and referral opportunities for RBC Financial Group.
  • Foster a cohesive working environment across RBC Financial Group to ensure seamless delivery of services to clients.
  • Maintain accurate and complete records of activities and results.
  • Work with advisors to identify suitable opportunities.
  • Coordinate actions resulting from client interviews (internal and external consultants).
  • Stay informed about the business unit's strategy and client offerings.
Requirements
  • Canadian Law Degree and bar admission in at least one Canadian province or territory.
  • Minimum 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 and French.
  • Fluency in French and English to serve clients in the community with English-speaking needs.
  • 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.
  • A dynamic, collaborative, progressive, and high-performing team.
  • The opportunity to make a lasting impact.