Estate Planning Consultant

4 weeks ago

Collingwood, 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, 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, previously reserved for high-net-worth individuals.

The role requires travel within the region to build strong relationships with clients and stakeholders.

Key Responsibilities

  • Conduct client interviews, creating detailed summary letters to recap advice discussed during sessions.
  • Collaborate with advisors on client/prospect seminars, developing and maintaining relationships with internal and external estate planning professionals.
  • Stay up-to-date on relevant legislation, policy, and risk management issues.
  • Identify new business and referral opportunities for RBC Financial Group.
  • Foster a cohesive working environment across RBC Financial Group to ensure seamless service delivery.
  • 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 on 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'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 lasting impact.

Key Skills

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

Additional Job Details

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

At RBC, we value diversity and inclusion for innovation and growth. We strive to build inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are committed to tackling issues of inequity and systemic bias to support our diverse talent, clients, and communities.

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips, and Recruitment events that matter to you.

  • Estate Planning Consultant

    3 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of Wealth Management Services at Royal Bank of Canada, 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...

  • Estate Planning Consultant

    4 weeks ago

    Collingwood, 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 integration with their tax and legal professionals. This collaborative approach enables RBC advisors to...

  • Estate Planning Consultant

    4 weeks ago

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

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the 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 strategies to deliver tailored solutions. This role requires collaboration with...

  • Gift Planning Associate

    4 weeks ago

    Collingwood, Ontario, Canada TalentSphere Staffing Solutions Full time

    About the RoleWe are seeking a highly skilled Gift Planning Associate to join our team at a niche financial firm based in the Collingwood area. The ideal candidate will have experience in financial services or with a large charitable organization and will play a key role in supporting donor relations initiatives, managing the granting process, and providing...

  • Financial Operations Manager

    4 weeks ago

    Collingwood, Ontario, Canada ChristieCummings Full time

    Financial Operations ManagerChristie/Cummings is a full-service law firm seeking an experienced Financial Operations Manager to join our team. Our areas of expertise include business law, residential and commercial real estate transactions, estate planning and administration, estate litigation, commercial litigation, and family law. We provide exceptional...

  • Dedicated Legal Support Professional

    17 hours ago

    Collingwood, Ontario, Canada ChristieCummings Full time

    We are seeking a highly skilled Legal Support Professional to join our team at Christie/Cummings. In this role, you will have the opportunity to work in a fast-paced environment with a large caseload and tight deadlines.About UsChristie/Cummings is a leading law firm dedicated to providing exceptional legal services to our clients. We value teamwork, client...

  • Financial Development Professional

    7 days ago

    Collingwood, Ontario, Canada TalentSphere Staffing Solutions Full time

    Job SummaryWe are seeking a skilled Financial Development Professional to join our team in the Collingwood area. This is an exciting opportunity for someone who enjoys working with high net-worth clients and has experience in financial services or large charitable organizations.About the RoleThis role will involve supporting donor relations initiatives,...

  • Senior Paralegal Coordinator

    2 days ago

    Collingwood, Ontario, Canada ChristieCummings Full time

    About Christie/CummingsWe are a leading law firm seeking a highly skilled and organized Senior Paralegal Coordinator to join our team. Job SummaryThis is a full-time position responsible for coordinating the flow of information, scheduling appointments, and preparing legal documents. The ideal candidate will have excellent communication skills, attention to...

  • High-Performing Financial Consultant

    2 days ago

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

    Unlock Your Potential as an Investment AdvisorIn this dynamic role, you will have the opportunity to leverage your exceptional skills and passion for financial planning to build lasting relationships with high-net-worth individuals, families, and business owners. With our extensive resources and expertise, you will create customized portfolios and wealth...

  • Data Systems Business Solutions Specialist

    6 days ago

    Collingwood, Ontario, Canada MCM-D'Lusso Construction Full time

    Company OverviewMCM-D'Lusso Construction is a leading construction company that prioritizes innovation and excellence in all its projects.Job Title: Data Systems Business Solutions SpecialistThis is an exciting opportunity to join our team as a Data Systems Business Solutions Specialist. In this role, you will be responsible for designing, developing, and...

  • Asset Management Director

    4 weeks ago

    Collingwood, Ontario, Canada BrightMatter HR Full time

    Job Title: Asset Management DirectorJoin BrightMatter HR in our search for a highly skilled Asset Management Director to lead our team in Collingwood, Ontario.About the Role:The Asset Management Director will be responsible for overseeing the management and retention of departmental staff, including engagement, performance goals and evaluation, training and...

  • Data Systems Analyst

    4 weeks ago

    Collingwood, Ontario, Canada MCM-D'Lusso Construction Full time

    MCM-D'Lusso Construction is seeking a skilled Data Systems Analyst to join our team. As a key member of our organization, you will be responsible for designing, developing, and implementing information systems business solutions that meet our clients' needs.Key Responsibilities:Confer with clients to identify requirements and document technical...

  • Data Systems Analyst

    4 weeks ago

    Collingwood, Ontario, Canada MCM-D'Lusso Construction Full time

    Job SummaryWe are seeking a highly skilled Data Systems Analyst to join our team at MCM-D'Lusso Construction. As a Data Systems Analyst, you will be responsible for designing, developing, and implementing information systems business solutions that meet the needs of our clients.Key ResponsibilitiesConfer with clients to identify requirements and document...

  • Data Systems Analyst

    4 weeks ago

    Collingwood, Ontario, Canada MCM-D'Lusso Construction Full time

    Job DescriptionMCM-D'Lusso Construction is seeking a skilled Data Systems Analyst to join our team. As a key member of our IT department, you will be responsible for designing, developing, and implementing information systems business solutions that meet our clients' needs.Key ResponsibilitiesConfer with clients to identify technical requirements and develop...

  • Physician Assistant

    4 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job Title: Physician AssistantCollingwood General and Marine Hospital is seeking a highly skilled Physician Assistant to join our Emergency Department team.About the Role:The Physician Assistant will work under the delegation of a Supervising Physician to provide optimal, ethical patient-centered care. This includes assessing and managing medium to high...

  • Spécialiste principal en services financiers

    4 weeks ago

    Collingwood, Ontario, Canada CIBC Full time

    Spécialiste principal en services financiers – OCRCVMNous bâtissons une banque axée sur les relations pour un monde moderne. À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d'agir.Tâches du titulaireEn tant que membre de l'équipe Services bancaires personnels et PME, vous gérerez et développerez un...

  • Human Resources Strategic Partner

    4 weeks ago

    Collingwood, Ontario, Canada The Pod Group Full time

    Job Title: Human Resources Business PartnerJob Summary:We are seeking a highly motivated and strategic Human Resources Business Partner to join our team at The Pod Group. As a key member of our leadership team, you will be responsible for developing and implementing the Human Resources Strategic Plan, with a focus on elevating the employee experience and...

  • Strategic HR Business Partner for Community Development

    2 days ago

    Collingwood, Ontario, Canada The Pod Group Full time

    About the OrganizationThe Pod Group is a creative consulting group that provides innovative solutions to support community organizations in their growth and success. We focus on building people-centric organizations by integrating equity, diversity, inclusion, and belonging into our strategy.Job OverviewWe are seeking an experienced Human Resources Business...

  • Data Systems Specialist

    4 weeks ago

    Collingwood, Ontario, Canada MCM-D'Lusso Construction Full time

    Job DescriptionMCM-D'Lusso Construction is seeking a highly skilled Data Systems Specialist to join our team. As a Data Systems Specialist, you will be responsible for designing, developing, and implementing information systems business solutions that meet the needs of our clients.Key ResponsibilitiesConfer with clients to identify their technical...

  • Strategic Human Resources Leader for Youth-Based Organization

    1 week ago

    Collingwood, Ontario, Canada The Pod Group Full time

    About This RoleThis is an exciting opportunity to join our team as a Strategic Human Resources Leader for a youth-based, non-profit charitable organization. As a key member of our leadership team, you will play a crucial role in developing, implementing, and leading the Human Resources Strategic Plan.About the OrganizationWe are a leading provider of child...