Estate Planning Specialist

Job OpportunityAs an Estate Planning Associate, you will provide support to our team of experts who help our clients with insurance quotations, marketing assistance, and servicing of in-force policies. Your role will be to assist with sales and marketing to promote business growth for a successful Estate Planning Specialist.

Job SummaryWe are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a critical role in supporting our team of DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key...

Job SummaryWe are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a critical role in supporting our team of DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through a significant life event.Key ResponsibilitiesGuide clients and their families through the estate planning processAssist with the administration of estates, including probate and inheritance mattersProvide expert advice on trust...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through a significant life event.Key ResponsibilitiesGuide clients and their families through the estate planning processAssist with the administration of estates, including probate and inheritance mattersProvide expert advice on trust...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will be the trusted advisor to clients navigating the complexities of estate planning. You will guide them through the process of creating and implementing a comprehensive estate plan, ensuring their wishes are respected and their loved ones are protected.Key ResponsibilitiesAssess client...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will guide heirs and beneficiaries through estate plans, navigating complex family dynamics and ensuring a smooth transition of assets.Key ResponsibilitiesDevelop and...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will guide heirs and beneficiaries through estate plans, navigating family dynamics and ensuring a smooth transition.Key ResponsibilitiesDevelop and present comprehensive...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships to provide comprehensive solutions.Key...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships to provide comprehensive solutions.Key...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during a challenging time in their lives. Your expertise will guide heirs and beneficiaries through the estate plan, ensuring a smooth transition of assets and minimizing stress.Key ResponsibilitiesProvide expert guidance on estate planning...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships to provide comprehensive solutions.Key...

Job SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships to provide comprehensive solutions.Key...

Job SummaryAs a Will and Estate Advisor, you will play a critical role in supporting clients during a challenging and emotional time in their lives. Your expertise will be instrumental in guiding heirs and beneficiaries through the estate planning process, ensuring that their loved ones' wishes are respected and their assets are managed effectively.Key...

Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As an Estate Planning Associate, you will play a critical role in supporting our clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for Estate Planning Specialist meetings...

Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As an Estate Planning Associate, you will play a critical role in supporting our clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for Estate Planning Specialist meetings...

Job SummaryJob DescriptionWhat is the opportunity?As a Will and Estate Advisor, you are the trusted professional in a client family's relationship during one of the most challenging and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one's estate plan to navigating family dynamics, your work is intimate and...

Job 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...

Role 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...

Role 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...