Estate Planning Advisor

4 weeks ago


Collingwood, Ontario, Canada Royal Bank of Canada Full time
Position Overview

As a key contributor within the Wealth Management Services division, the role of a Will & Estate Consultant involves collaborating closely with Investment Advisors. Your primary responsibility will be to deliver expert consulting services tailored to the unique needs of clients.

Key Responsibilities
  • Engage with Investment Advisors to assess client requirements and provide strategic estate planning solutions.
  • Facilitate discussions around wealth management and legacy planning to ensure clients' objectives are met.
  • Develop comprehensive estate plans that align with clients' financial goals and aspirations.
Qualifications

The ideal candidate will possess a strong background in estate planning and wealth management, with a focus on delivering exceptional client service.

Why Work with Us?

At the Royal Bank of Canada, we are committed to fostering a collaborative and innovative work environment where your expertise can thrive.



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