Will and Estate Consultant

3 weeks ago

Barrie, Ontario, Canada Royal Bank of Canada Full time
Job Summary

We are seeking a highly skilled and experienced Will and Estate Consultant to join our team at Royal Bank 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 legal professionals.

Key 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 they encounter
  • Maintain and report an accurate and complete record of activities and results
  • Work with advisors in identifying appropriate opportunities
  • Follow through and coordinate any actions that come out of the interview process (i.e., various internal and external consultants)
  • Stay current on the business unit's strategy and client offerings
Requirements
  • Canadian Law Degree and called to the bar in at least one Canadian province or territory
  • A minimum of 5 years' experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and 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
  • Valid driver's license
What We Offer

We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. We also provide a world-class training program in financial services and a dynamic, collaborative, progressive, and high-performing team environment.

We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.

  • Will and Estate Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job Title: Will & Estate Consultant As a Will & Estate Consultant, you will work with Investment Advisors to provide consulting services to their clients, implementing integrated wealth management solutions in coordination with tax and legal professionals. Key Responsibilities: Carry out client interview sessions and create comprehensive summary letters...

  • Will and Estate Consultant

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a...

  • Estate Planning Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management Services team. As an integral 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 professionals.Key...

  • Estate Planning Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management Services team. As an integral 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 professionals.Key...

  • Estate Planning Consultant

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert 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 advisors to deliver a level of integrated wealth...

  • Estate Planning Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert 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 advisors to deliver a level of integrated wealth...

  • Estate Planning Consultant

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of affluent families.Key...

  • Estate Planning Consultant

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of affluent families.Key...

  • Will and Estate Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team, you will collaborate 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 advisors to deliver...

  • Will and Estate Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team, you will collaborate 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 advisors to deliver...

  • Will and Estate Consultant

    4 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team, you will collaborate 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 advisors to deliver...

  • Estate Planning Consultant

    7 days ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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

    7 days ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide consulting services to their clients, leveraging your expertise in Canadian law and estate planning to deliver integrated wealth management solutions.Key ResponsibilitiesConduct client interviews and create...

  • Estate Planning Consultant

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide consulting services to their clients, leveraging your expertise in Canadian law and estate planning to deliver integrated wealth management solutions.Key ResponsibilitiesConduct client interviews and create...

  • Estate Planning Consultant

    3 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs 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 legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth...

  • Estate Planning Consultant

    3 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs 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 legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth...

  • Estate Planning Consultant

    2 weeks ago

    Barrie, Ontario, Canada Royal Bank of Canada> Full time

    Job 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, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions. This role requires strong communication and...