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Will and Estate Consultant

2 months ago

Peterborough, Ontario, Canada Royal Bank of Canada> Full time

Job Summary

We are seeking a highly skilled and experienced Estate Planning Specialist to join our Wealth Management Services team. As a key member of our 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.

Key Responsibilities

  • Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session

  • Participate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group.

  • Stay current relative to pertinent legislation, policy and risk management issues.

  • Proactively identify new business and referral opportunities for RBC Financial Group where appropriate.

  • Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter.

  • Maintain and report an accurate and complete record of activities and results.

  • Work with advisors in identifying appropriate opportunities

  • Follow through and co-ordinate any actions that come out of the interview process (i.e. various internal and external consultants.)

  • 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.

  • 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

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Ability to make a difference and lasting impact  

Job Skills

Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address: 60 HUNTER ST E

City: PETERBOROUGH

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Salaried

Posted Date:

Application Deadline: 2024-10-31