Estate Planning Specialist
1 day ago
Job Summary
We are seeking a highly skilled Estate Planning Specialist to join our team at Royal Bank of Canada. As an Estate Planning Specialist, you will play a critical role in helping our clients navigate the complexities of estate planning and administration.
Key Responsibilities
- Develop and implement comprehensive estate plans for clients, taking into account their unique financial situations and goals.
- Provide expert guidance on estate administration, including the acquisition of new Wills and Powers of Attorney documents.
- Build strong relationships with clients and their families to provide ongoing support and guidance throughout the estate planning process.
- Stay up-to-date on relevant laws and regulations affecting estate planning and administration.
Requirements
- Law degree and membership in the Law Society of British Columbia
- TEP designation or working towards it
- At least 5 years of experience in estate planning and administration
What We Offer
- A comprehensive compensation package including bonuses and flexible benefits.
- Opportunities for professional growth and development through coaching and managing opportunities.
- A dynamic and collaborative work environment with a high-performing team.
- The chance to make a lasting impact on the lives of our clients and their families.
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