Will and Estate Consultant

3 weeks ago

Vancouver, British Columbia, Canada Royal Trust Corporation of Canada Full time
Job Summary

We are seeking a highly skilled and experienced Will and Estate Consultant to join our Wealth Management team at Royal Trust Corporation of Canada. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, implementing comprehensive wealth management strategies in coordination with tax and legal professionals.

Key Responsibilities
  • Conduct client interview sessions and create detailed summary reports recapping advice discussed during the session.
  • Collaborate with advisors to develop and maintain relationships with estate planning professionals, both internal and external to our organization.
  • Stay up-to-date on relevant legislation, policy, and risk management issues affecting our clients.
  • Identify new business opportunities and referral sources for our organization.
  • Foster a cohesive working environment across our organization to ensure seamless delivery of service to clients.
  • Maintain accurate and complete records of activities and results.
  • Work with advisors to identify suitable opportunities and follow through on actions resulting from client interviews.
  • Stay informed about our business unit's strategy and client offerings.
Requirements
  • Candidate must hold a Canadian Law Degree and be called to the bar in at least one Canadian province or territory.
  • Minimum of 5 years' experience in estate planning, with advanced knowledge of Canadian legislation, including wills, estate, and trust administration, as well as 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.
  • A dynamic, collaborative, progressive, and high-performing team environment.
  • The opportunity to make a lasting impact and contribute to the success of our organization.

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