Estate Planning Specialist

1 day ago


Vancouver, British Columbia, Canada Royal Bank of Canada> Full time

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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