Estate Planning Consultant

5 days ago

Barrie, 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 play a vital role in providing consulting services to clients, working closely with Investment Advisors to deliver integrated wealth management solutions.

Key Responsibilities
  • Conduct client interview sessions and create comprehensive summary letters recapping advice discussed in the session.
  • Participate in client/prospect seminars and develop relationships with other estate planning professionals both internal and external to RBC Financial Group.
  • Stay current on pertinent 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 facilitate seamless delivery of service to clients.
  • Maintain and report accurate and complete records of activities and results.
  • Work with advisors to identify appropriate opportunities and follow through on actions arising from the interview process.
  • Stay current on the business unit's strategy and client offerings.
Requirements
  • Canadian Law Degree and called to the bar in at least one Canadian province or territory.
  • A minimum of 5 years' experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and 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.
  • Fluent in Mandarin and/or Cantonese.
  • Valid driver's license.
Preferred Qualifications
  • 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.
  • Work in a dynamic, collaborative, progressive, and high-performing team.
  • Ability to make a difference and lasting impact.

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