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Estate Planning Specialist

2 months ago

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

As an Estate Planning Specialist at Royal Bank of Canada, you will be the trusted advisor for clients during a critical and emotional time in their lives. Your expertise will guide them through the estate planning process, ensuring their wishes are respected and their loved ones are protected.

  • Develop and present comprehensive estate planning guides for agents, groups, and individuals, educating them on relevant subtleties and nuances.
  • Provide a structured 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 clients in selecting appropriate estate planning instruments, interpreting their pros/cons and applicability to individual situations.
What You'll Do
  • Manage and maintain complex estate plans, ensuring accuracy and compliance with relevant laws and regulations.
  • Develop and maintain relationships with clients, heirs, and beneficiaries, providing expert guidance and support throughout the estate planning process.
  • Collaborate with cross-functional teams to provide comprehensive solutions for clients, including investment, insurance, and tax planning.
Key Qualifications
  • Law degree and membership in the Law Society of British Columbia.
  • Possess or working towards TEP designation.
  • At least 5 years of experience in estate planning and trust administration.
What We Offer
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation.
  • Leaders who support your development through coaching and managing opportunities.
  • Ability to make a lasting impact and contribute to the growth of our clients and communities.