Estate Planning Consultant

4 weeks ago

Collingwood, Ontario, Canada RBC Full time
Job Summary

As a key member of the Wealth Management Services team at RBC, you will work closely with Investment Advisors to provide expert consulting services to their clients. This role requires collaboration with tax and legal professionals to deliver integrated wealth management solutions to clients.

Key Responsibilities
  • Conduct client interviews and create comprehensive summary letters recapping advice discussed during sessions
  • Participate in client/prospect seminars and develop relationships with 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
  • Maintain accurate records of activities and results
Requirements
  • Canadian Law Degree and bar admission in at least one Canadian province or territory
  • Minimum 5 years of experience with advanced knowledge of Canadian legislation, including wills, estate, and trust administration, and related tax rules and planning opportunities
  • Good knowledge of insurance products as estate planning tools
  • Excellent written, verbal, and electronic communication skills
  • Valid driver's license
What We Offer
  • Comprehensive Total Rewards Program, including bonuses and flexible benefits
  • World-class training program in financial services
  • Dynamic, collaborative, and high-performing team environment
  • Opportunity to make a lasting impact

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