Estate Planning Consultant

7 days ago

Barrie, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

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 integration with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver comprehensive wealth management solutions to high-net-worth individuals.

Key Responsibilities
  • Conduct in-depth client interviews and create detailed summary reports outlining advice and recommendations.
  • Collaborate with advisors on client/prospect seminars and develop relationships with estate planning professionals within and outside RBC Financial Group.
  • Stay up-to-date on relevant legislation, policy, and risk management issues.
  • Identify new business opportunities and referral sources for RBC Financial Group.
  • Foster a cohesive working environment across RBC Financial Group to ensure seamless service delivery to clients.
  • Maintain accurate records of activities and results.
  • Work with advisors to identify suitable opportunities.
  • Coordinate actions resulting from client interviews (internal and external consultants).
  • Stay informed about the business unit's strategy and client offerings.
Requirements
  • Canadian Law Degree and bar admission in at least one Canadian province or territory.
  • Minimum 5 years' experience 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
  • Estate and Trust experience.
  • Knowledge of Insurance Planning and Solutions.
  • STEP membership.
What We Offer

We value progressive thinking, collaboration, and delivering trusted advice to help our clients thrive and communities prosper. Our comprehensive Total Rewards Program includes bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. We offer a world-class training program in financial services, a dynamic and collaborative work environment, and the opportunity to make a lasting impact.

Job Skills

  • Client Counseling
  • Customer Needs
  • Customer Service
  • Customer Service Management
  • Group Problem Solving
  • Long Term Planning
  • Multi-Level Communication
  • Product Services

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