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Estate Planning Specialist
2 months ago
As a key member of the Wealth Management Services team at Royal Bank of Canada, the Will & Estate Consultant plays a vital role in collaborating with Investment Advisors to provide expert consulting services to their clients. These services are then implemented in coordination with their Investment Advisors, ensuring a seamless and comprehensive experience for clients.
Job DescriptionWhat is the Opportunity?
The Will & Estate Consultant is responsible for working closely with Investment Advisors to provide consulting services that cater to the unique needs of their clients. This involves analyzing client requirements, developing tailored solutions, and implementing these solutions in conjunction with the Investment Advisors.
Key Responsibilities:
- Collaborate with Investment Advisors to understand client needs and preferences.
- Develop and implement customized consulting services to meet client objectives.
- Work closely with Investment Advisors to ensure seamless integration of consulting services with their existing client relationships.
- Stay up-to-date with industry trends, regulatory requirements, and best practices to provide expert guidance to clients.
Requirements:
To succeed in this role, the ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and Investment Advisors. A strong understanding of estate planning, wealth management, and financial services is essential, as is the ability to analyze complex client needs and develop effective solutions.
