Estate Planning Advisor
4 weeks ago
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.
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.
-
Estate Planning Advisor
4 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada Full timePosition OverviewAs 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 ResponsibilitiesEngage with clients to understand their...
-
Estate Planning Advisor
4 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada Full timePosition OverviewAs a key player in the Wealth Management Services division, the role of a Will & Estate Consultant involves collaborating closely with Investment Advisors to deliver expert consulting services tailored to client needs.Key ResponsibilitiesProvide comprehensive estate planning strategies to clients.Work in conjunction with Investment Advisors...
-
Estate Planning Specialist
7 days ago
Collingwood, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team at the Royal Bank of Canada.Key ResponsibilitiesCollaborate with Investment Advisors to provide consulting services to clients.Work with clients to understand their estate planning needs and goals.Develop and implement customized estate plans...
-
Estate Planning Specialist
7 days ago
Collingwood, Ontario, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team at the Royal Bank of Canada.Key ResponsibilitiesCollaborate with Investment Advisors to provide consulting services to clients.Work with clients to understand their estate planning needs and goals.Develop and implement customized estate plans...
-
Estate Planning Consultant
2 weeks ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThis is a challenging and rewarding role that requires a high level of expertise in estate planning and wealth management. As an Estate Planning Consultant with the Royal Bank of Canada, 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...
-
Estate Planning Consultant
1 week ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryThis is a challenging and rewarding role that requires a high level of expertise in estate planning and wealth management. As an Estate Planning Consultant with the Royal Bank of Canada, 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...
-
Philanthropic Planning Associate
1 week ago
Collingwood, Ontario, Canada Canada Gives Full timeJob SummaryCanada Gives is seeking a highly skilled Philanthropic Planning Associate to join our team. As a key member of our Foundations & Donor Services department, you will provide exceptional support to our donors, their advisors, and charities, helping them develop giving strategies that align with their unique goals and objectives.Key...
-
Philanthropic Planning Associate
1 week ago
Collingwood, Ontario, Canada Canada Gives Full timeJob SummaryCanada Gives is seeking a highly skilled Philanthropic Planning Associate to join our team. As a key member of our Foundations & Donor Services department, you will provide exceptional support to our donors, their advisors, and charities, helping them develop giving strategies that align with their unique goals and objectives.Key...
-
Investment Advisor
2 days ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeUnlock Your Potential as an Investment AdvisorAt Royal Bank of Canada, we're committed to helping you grow your business and achieve your goals. As an Investment Advisor, you'll have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with expert financial planning and investment advice.Key...
-
Investment Advisor
2 days ago
Collingwood, Ontario, Canada Royal Bank of Canada> Full timeUnlock Your Potential as an Investment AdvisorAt Royal Bank of Canada, we're committed to helping you grow your business and achieve your goals. As an Investment Advisor, you'll have the opportunity to work with high-net-worth individuals, families, and business owners, providing them with expert financial planning and investment advice.Key...
-
Service Advisor
2 months ago
Collingwood, Ontario, Canada Tirecraft Full timeService AdvisorMcKee Tirecraft, CollingwoodTirecraft is a proudly Canadian owned and operated expert in tires and automotive services. We are searching for a motivated Service Advisor, are you ready to be the driving force behind exceptional service? Join our team as a Service Advisor and experience the thrill of connecting customers with top-tier automotive...
-
Investment Advisor
5 days ago
Collingwood, Ontario, Canada RBC Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with high-net-worth...
-
Investment Advisor
5 days ago
Collingwood, Ontario, Canada RBC Full timeAbout the RoleWe are seeking a highly motivated and experienced Investment Advisor to join our team at RBC Dominion Securities. As an Investment Advisor, you will play a key role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with high-net-worth...
-
Service Advisor
2 days ago
Collingwood, Ontario, Canada Tirecraft Full timeTirecraft Ontario is a proudly Canadian owned and operated expert in tires and automotive services. We are seeking a qualified Service Advisor to be the liaison between our customers and our Tire Technicians.About the RoleWrite up work orders for all sales and service transactions and present to the Technicians.Take all service call telephone requests, write...
-
Service Advisor
3 days ago
Collingwood, Ontario, Canada Tirecraft Full timeTirecraft Ontario is a proudly Canadian owned and operated expert in tires and automotive services. We are seeking a qualified Service Advisor to be the liaison between our customers and our Tire Technicians.About the RoleWrite up work orders for all sales and service transactions and present to the Technicians.Take all service call telephone requests, write...
-
Human Services Program Advisor
4 weeks ago
Collingwood, Ontario, Canada Georgia Full timeOverview: The Georgia Department of Human Services (DHS) is committed to providing a comprehensive array of human services aimed at fostering self-reliance, safety, and overall well-being for the residents of Georgia. Benefits: We offer a competitive benefits package that includes a flexible work schedule, exceptional training opportunities, a retirement...
-
Lead Tax Professional, Canadian Tax Services
1 week ago
Collingwood, Ontario, Canada BDO Canada Full timeAbout the Role:We are seeking a highly skilled and experienced Tax Manager to join our Domestic Tax practice in Canada. As a Tax Manager, you will be responsible for leading client engagements, identifying and developing strategies for clients to capitalize on business and tax opportunities, and preparing and reviewing tax reorganizations and corporate,...
-
Lead Tax Professional, Canadian Tax Services
1 week ago
Collingwood, Ontario, Canada BDO Canada Full timeAbout the Role:We are seeking a highly skilled and experienced Tax Manager to join our Domestic Tax practice in Canada. As a Tax Manager, you will be responsible for leading client engagements, identifying and developing strategies for clients to capitalize on business and tax opportunities, and preparing and reviewing tax reorganizations and corporate,...
-
Investment Advisor
6 days ago
Collingwood, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Planning Specialist at Royal Bank of Canada, you will help clients achieve their financial goals while building a successful career. With our comprehensive resources and support, you will have the opportunity to develop your skills and expertise in financial planning, portfolio management,...
-
Investment Advisor
6 days ago
Collingwood, Ontario, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionGrow Your Business with RBCAs a Financial Planning Specialist at Royal Bank of Canada, you will help clients achieve their financial goals while building a successful career. With our comprehensive resources and support, you will have the opportunity to develop your skills and expertise in financial planning, portfolio management,...