Financial Services Specialist
1 week ago
We are seeking a highly skilled Financial Services Specialist to join our team in Vancouver. As a key member of our Wealth Management Services group, 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.
Responsibilities- Carry out client interview sessions and create comprehensive summary letters for clients 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
- A Canadian Law Degree and 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 in English
- 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
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