Estate Planning Specialist

1 week ago


Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time
About the Role

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.
Requirements
  • 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.
What We Offer
  • 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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