Estate Planning Consultant

2 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.

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