Estate Planning Specialist

4 weeks ago


Vancouver, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

As a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during a challenging time in their lives. Your expertise will guide heirs and beneficiaries through the estate plan, ensuring a smooth transition of assets and minimizing stress.

Key Responsibilities
  • Provide expert guidance on estate planning and administration
  • Assist clients in navigating the probate process
  • Coordinate with beneficiaries to ensure a seamless transfer of assets
  • Develop and implement strategies to minimize estate taxes and maximize inheritance
Requirements

To succeed in this role, you will need:

  • Strong knowledge of estate planning laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work with clients in a sensitive and empathetic manner
  • Strong analytical and problem-solving skills


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