Estate Planning Specialist
1 week ago
We are seeking a highly skilled Estate Planning Specialist to join our team at Royal Bank of Canada. As a key member of our Wealth Management team, you will play a critical role in providing expert guidance to clients on estate planning and succession strategies.
Key Responsibilities- Develop and Present Estate Planning Guides: Create comprehensive guides for clients, agents, and groups on estate planning and review processes, educating them on relevant subtleties and best practices.
- Inventory and Record Estate Assets: Provide a process for clients to take inventory of their estate assets, record them, and clarify individual planning goals, needs, and desired outcomes.
- Create and Review Estate Plans: Develop, review, and periodically update individual estate plans, providing ongoing recommendations to improve estate planning processes and practices.
- Educate on Estate Planning Instruments: Educate clients on selecting appropriate estate planning instruments, interpreting their pros and cons, and applicability to individual situations.
- Law Degree and Membership: Possess a law degree and be a member of the Law Society of Saskatchewan.
- TEP Designation: Possess or be working towards the TEP designation.
- Related Experience: Have at least 1-3 years of related experience in estate planning and wealth management.
- Total Rewards Program: Enjoy a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- Leadership and Development: Work with leaders who support your development through coaching and managing opportunities.
- Dynamic Work Environment: Join a dynamic, collaborative, progressive, and high-performing team.
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Estate Planning Specialist
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Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at Royal Bank of Canada. As a key member of our Wealth Management division, you will play a critical role in providing expert guidance and support to our clients in navigating the complexities of estate planning.Key ResponsibilitiesDevelop and Present Estate Planning...
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Estate Planning Specialist
7 days ago
Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full timeAbout the RoleWe are seeking a highly skilled Estate Planning Specialist to join our team at Royal Bank of Canada. As a key member of our Wealth Management division, you will play a critical role in providing expert guidance and support to our clients in navigating the complexities of estate planning.Key ResponsibilitiesDevelop and Present Estate Planning...
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Saskatoon, Saskatchewan, Canada IG Wealth Management Full timeAbout IG Wealth ManagementIG Wealth Management is a leading diversified wealth and asset management company with a strong presence in Canada. With a history spanning over 90 years, we have grown to become one of the largest and most respected companies in the country.We are committed to providing our clients with the best advice, experience, and outcomes...
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