Estate Planning Consultant

1 month ago

Sudbury, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

As 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 principles to deliver comprehensive solutions.

Key Responsibilities
  • Conduct client interviews and create detailed summary letters recapping advice discussed during sessions
  • Collaborate with advisors on client/prospect seminars and develop relationships with estate planning professionals both within and outside RBC Financial Group
  • Stay up-to-date on relevant legislation, policy, and risk management issues
  • Identify new business and referral opportunities for RBC Financial Group
  • Foster a cohesive working environment across RBC Financial Group to ensure seamless delivery of service to clients
  • Maintain accurate and complete records of activities and results
  • Work with advisors to identify suitable opportunities
  • Coordinate actions resulting from client interviews (internal and external consultants)
  • Stay current on business unit strategy and client offerings
Requirements
  • Canadian Law Degree and bar admission in at least one Canadian province or territory
  • Minimum 5 years' experience and advanced knowledge of Canadian legislation, including wills, estate, and trust administration, as well as 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
Preferred Qualifications
  • Bilingual Mandarin/Cantonese or French
  • Estate and Trust experience
  • Knowledge of Insurance Planning and Solutions
  • STEP membership
What We Offer
  • A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • A dynamic, collaborative, progressive, and high-performing team environment
  • The opportunity to make a lasting impact and contribute to the success of our clients and communities

  • Estate Planning Consultant

    3 weeks ago

    Sudbury, 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, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions.Key ResponsibilitiesConduct comprehensive client interviews and create detailed...

  • Estate Planning Consultant

    2 months ago

    Sudbury, 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, 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...

  • Estate Planning Consultant

    2 months ago

    Sudbury, 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, 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...

  • Estate Planning Consultant

    1 month ago

    Sudbury, 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

    1 month ago

    Sudbury, 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...

  • Will and Estate Consultant

    3 weeks ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Will and Estate Consultant at Royal Bank of Canada, you will play a vital role in providing expert advice to clients on estate planning, wealth management, and legacy planning. You will work closely with Investment Advisors to deliver comprehensive consulting services to clients, which can then be implemented in coordination with their own...

  • Will and Estate Consultant

    3 weeks ago

    Sudbury, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Will and Estate Consultant at Royal Bank of Canada, you will play a vital role in providing expert advice to clients on estate planning, wealth management, and legacy planning. You will work closely with Investment Advisors to deliver comprehensive consulting services to clients, which can then be implemented in coordination with their own...

  • Real Estate Specialist

    1 month ago

    Sudbury, Ontario, Canada Canacre Full time

    Real Estate Agent/Specialist Job DescriptionAt Canacre, we are seeking a highly skilled Real Estate Agent/Specialist to join our Land Services team. As a key member of our team, you will be responsible for negotiating and acquiring agreements for projects in Ontario with private landowners.Key Responsibilities:Provide site acquisition expertise to clients...

  • Real Estate Specialist

    1 month ago

    Sudbury, Ontario, Canada Canacre Full time

    Real Estate Agent/Specialist Job DescriptionAt Canacre, we are seeking a highly skilled Real Estate Agent/Specialist to join our Land Services team. As a key member of our team, you will be responsible for negotiating and acquiring agreements for projects in Ontario with private landowners.Key Responsibilities:Provide site acquisition expertise to clients...

  • Environmental Consultant

    3 weeks ago

    Sudbury, Ontario, Canada ERM Group Full time

    ERM is seeking a skilled Environmental Consultant to join our team in a Mine Closure Planning role. As a key member of our Mining team, you will work under the direction of project managers and partners to deliver high-quality projects.Key Responsibilities:Support a wide range of mining and contaminated site projects, including Phase I and Phase II...

  • Regional Planning Consultant

    2 months ago

    Sudbury, Ontario, Canada Tulloch Full time

    About the RoleWe are seeking a highly skilled Land Use Planning Specialist to join our team at Tulloch. As a key member of our planning team, you will be responsible for leading development proponents through the planning process, preparing applications for various approvals, and providing expert advice on land use planning matters.Key ResponsibilitiesWork...

  • Regional Planning Consultant

    2 months ago

    Sudbury, Ontario, Canada Tulloch Full time

    About the RoleWe are seeking a highly skilled Land Use Planning Specialist to join our team at Tulloch. As a key member of our planning team, you will be responsible for leading development proponents through the planning process, preparing applications for various approvals, and providing expert advice on land use planning matters.Key ResponsibilitiesWork...

  • Urban Planning Specialist

    3 weeks ago

    Sudbury, Ontario, Canada Tulloch Full time

    Join a Dynamic TeamTulloch is a leading consulting engineering firm with a strong presence in Canada. We are seeking a skilled Urban Planning Specialist to join our team.About the Role:As an Urban Planning Specialist, you will be responsible for assisting in all aspects of planning project delivery. This will include working on large and small development...

  • Urban Planning Specialist

    2 weeks ago

    Sudbury, Ontario, Canada Tulloch Full time

    Unlock Your PotentialTulloch is a leading consulting engineering firm recognized Canada-wide for its strengths in diverse service offerings and commitment to excellence. Our innovative approach to emerging technologies improves the efficiency and quality of our work, making us a service provider of choice for many clients.About the RoleAs a Planner (Co-op)...

  • Urban Planning Coordinator

    4 weeks ago

    Sudbury, Ontario, Canada Tulloch Full time

    Unlock Your PotentialTulloch is a leading consulting engineering firm with a strong presence in Canada. We're seeking a talented Planner (Co-op) to join our team in Sudbury, ON.About the Role:As a Planner (Co-op), you'll be part of our Planning team, working on a wide range of development projects across northern and central Ontario. Your responsibilities...

  • Urban Planning Coordinator

    4 weeks ago

    Sudbury, Ontario, Canada Tulloch Full time

    Unlock Your PotentialTulloch is a leading consulting engineering firm with a strong presence in Canada. We're seeking a talented Planner (Co-op) to join our team in Sudbury, ON.About the Role:As a Planner (Co-op), you'll be part of our Planning team, working on a wide range of development projects across northern and central Ontario. Your responsibilities...

  • Urban Planning Coordinator

    4 weeks ago

    Sudbury, Ontario, Canada Tulloch Full time

    Unlock Your PotentialTulloch is a leading consulting engineering firm with a strong presence in Canada. We are seeking a highly motivated and detail-oriented Planner (Co-op) to join our team in Sudbury, ON.About the Role:As a Planner (Co-op), you will be responsible for assisting in all aspects of Planning project delivery. This includes working on large and...

  • Urban Planning Coordinator

    4 weeks ago

    Sudbury, Ontario, Canada Tulloch Full time

    Unlock Your PotentialTulloch is a leading consulting engineering firm with a strong presence in Canada. We are seeking a highly motivated and detail-oriented Planner (Co-op) to join our team in Sudbury, ON.About the Role:As a Planner (Co-op), you will be responsible for assisting in all aspects of Planning project delivery. This includes working on large and...

  • Urban Planning Specialist

    1 month ago

    Sudbury, Ontario, Canada Tulloch Full time

    Unlock Your PotentialTulloch is a leading consulting engineering firm with a strong presence in Canada. We are seeking a highly motivated and detail-oriented individual to join our Planning team as a Planner (Co-op) in Sudbury, ON.About the Role:As a Planner (Co-op), you will be responsible for assisting in all aspects of Planning project delivery. Your...

  • Urban Planning Specialist

    1 month ago

    Sudbury, Ontario, Canada Tulloch Full time

    Unlock Your PotentialTulloch is a leading consulting engineering firm with a strong presence in Canada. We are seeking a highly motivated and detail-oriented individual to join our Planning team as a Planner (Co-op) in Sudbury, ON.About the Role:As a Planner (Co-op), you will be responsible for assisting in all aspects of Planning project delivery. Your...