Estate Planning Specialist

4 weeks ago


Regina, Saskatchewan, Canada RBC - Royal Bank Full time
Job Summary

As a Will and Estate Advisor at RBC, you will play a critical role in supporting clients through one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and provide comprehensive solutions to help clients achieve their goals.

Key Responsibilities
  • Develop and present estate planning guides for agents, groups, and individuals, educating them on relevant subtleties.
  • Provide a process to take inventory, record estate assets, clarify individual planning goals, needs, and desired outcomes.
  • Create, review, and update individual estate plans, offering ongoing recommendations to improve estate planning processes and practices.
  • Educate and assist in selecting appropriate estate planning instruments, interpreting their pros and cons and applicability to individual situations.
Requirements
  • Law degree and membership in the Law Society of Saskatchewan.
  • Possession or pursuit of TEP designation.
  • At least 1-3 years of related experience.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
  • Leaders who support your development through coaching and managing opportunities.
  • The ability to make a lasting impact and contribute to the well-being of our clients and communities.
  • A dynamic, collaborative, and progressive work environment.


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