Current jobs related to Estate Planning Consultant - Peterborough, Ontario - Royal Bank of Canada>

  • Estate Planning Consultant

    1 month ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As an integral 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...

  • Estate Planning Consultant

    4 weeks ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant 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...

  • Estate Planning Consultant

    4 weeks ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant 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...

  • Estate Planning Consultant

    1 month ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As an integral 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...

  • Estate Planning Consultant

    3 weeks ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As an integral 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...

  • Estate Planning Consultant

    3 weeks ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Title: Will and Estate ConsultantJob Summary:We are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team. As an integral 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...

  • Estate Planning Consultant

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at the Royal Bank of Canada. 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...

  • Estate Planning Consultant

    1 month ago

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

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at the Royal Bank of Canada. 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...

  • Estate Planning Consultant

    2 weeks ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Opportunity:We are seeking a skilled Estate Planning Consultant to join our Wealth Management team. As a key member of our team, you will work closely with Investment Advisors to provide consulting services to their clients, leveraging your expertise in estate planning and wealth management.Key Responsibilities:Conduct client interviews and create...

  • Estate Planning Consultant

    2 weeks ago

    Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

    Job Opportunity:We are seeking a skilled Estate Planning Consultant to join our Wealth Management team at Royal Trust Corporation of Canada. As an integral 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...

  • Estate Planning Consultant

    4 weeks ago

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

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Estate Planning Consultant

    4 weeks ago

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

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Estate Planning Consultant

    1 month ago

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

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Estate Planning Consultant

    1 month ago

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

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Estate Planning Consultant

    2 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of Royal Bank of Canada's Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with clients to understand their estate planning needs and developing comprehensive strategies to meet...

  • Estate Planning Consultant

    4 weeks ago

    Peterborough, Ontario, Canada RBC Full time

    Job SummaryAs a key member of the Wealth Management Services team at RBC, 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. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth...

  • Estate Planning Consultant

    4 weeks ago

    Peterborough, Ontario, Canada RBC Full time

    Job SummaryAs a key member of the Wealth Management Services team at RBC, 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. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth...

  • Estate Planning Consultant

    2 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to...

  • Estate Planning Consultant

    2 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, ensuring seamless coordination with their tax and legal professionals. This collaborative approach enables RBC advisors to...

  • Will and Estate Consultant

    1 week ago

    Peterborough, Ontario, Canada Royal Bank of Canada Full time

    Will & Estate ConsultantAs an integral member of Wealth Management Services, this role works with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team enables RBC advisors to deliver integrated wealth management.Carry out client interview...

Estate Planning Consultant

2 months ago

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

Job Summary

Job Description

What is the Opportunity?

As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.

Key Responsibilities

  • Conduct comprehensive client interviews and create detailed summary reports 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 coordinate 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

  • Candidate must hold a Canadian Law Degree and be 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's in it for You?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:

  • 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

Key Skills

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

Additional Job Details

Job Type:

Full time

Pay Type:

Salaried

Platform:

Wealth Management

Employment Type:

Regular