Estate Planning Consultant
7 days ago
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.
- 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.
- Estate and Trust experience.
- Knowledge of Insurance Planning and Solutions.
- STEP membership.
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
-
Estate Planning Consultant
4 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced 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 professionals.Key...
-
Estate Planning Consultant
4 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced 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 professionals.Key...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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, ensuring seamless integration with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver comprehensive wealth management...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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, ensuring seamless integration with their tax and legal professionals. This collaborative approach enables RBC advisors to deliver comprehensive wealth management...
-
Estate Planning Consultant
4 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs 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 deliver a level of integrated wealth...
-
Estate Planning Consultant
4 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs 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 deliver a level of integrated wealth...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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 affluent families.Key...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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 affluent families.Key...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide consulting services to their clients, leveraging your expertise in Canadian law and estate planning to deliver integrated wealth management solutions.Key ResponsibilitiesConduct client interviews and create...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide consulting services to their clients, leveraging your expertise in Canadian law and estate planning to deliver integrated wealth management solutions.Key ResponsibilitiesConduct client interviews and create...
-
Estate Planning Consultant
4 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning principles to deliver tailored solutions.Key ResponsibilitiesConduct client interviews and create comprehensive summary...
-
Estate Planning Consultant
4 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning principles to deliver tailored solutions.Key ResponsibilitiesConduct client interviews and create comprehensive summary...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions. This role requires strong communication and...
-
Estate Planning Consultant
2 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions. This role requires strong communication and...
-
Estate Planning Consultant
1 month ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver comprehensive solutions.Key ResponsibilitiesConduct client interviews and...
-
Estate Planning Consultant
1 month ago
Barrie, Ontario, Canada Royal Bank of Canada> Full timeJob 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, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver comprehensive solutions.Key ResponsibilitiesConduct client interviews and...
-
Estate Planning Consultant
3 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of our Wealth Management Services 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 professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth...
-
Estate Planning Consultant
3 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryAs a key member of our Wealth Management Services 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 professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth...
-
Will and Estate Consultant
4 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob Title: Will & Estate Consultant As a Will & Estate Consultant, you will work with Investment Advisors to provide consulting services to their clients, implementing integrated wealth management solutions in coordination with tax and legal professionals. Key Responsibilities: Carry out client interview sessions and create comprehensive summary letters...
-
Will and Estate Consultant
3 weeks ago
Barrie, Ontario, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and experienced Will and Estate Consultant to join our team at Royal Bank of Canada. As a key member of our Wealth Management Services 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...