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Estate Planning Specialist

2 months ago

Peterborough, Ontario, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team at the Royal Bank of Canada.

Key Responsibilities
  • Collaborate with Investment Advisors to provide consulting services to their clients.
  • Work with clients to understand their estate planning needs and goals.
  • Develop and implement customized estate plans that meet the client's objectives.
  • Stay up-to-date with changes in estate planning laws and regulations.
  • Provide exceptional client service and support.
Requirements
  • Strong understanding of estate planning principles and practices.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office and other relevant software.