Estate Planning Specialist

Location: Remote/HybridExperience: 10+ yearsAre you looking to join a firm that offers an amazing work-life balance, impressive compensation package, and a collegial work environment? As part of their succession planning efforts, our client, a leading Private Practice firm, is looking for an Estates Partner to join their growing team.About the Role:As an...

Job SummaryAs 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 the clients' tax and legal advisors.Job DescriptionWhat is the...

Job SummaryAs 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 the clients' tax and legal advisors.Job DescriptionWhat is the...

ZSA Legal Recruitment is seeking an Estates Partner to join their growing team as part of their succession planning efforts. This role offers an amazing work-life balance, impressive compensation package, and a collegial work environment. The ideal candidate will have 10+ years of experience in estate planning and be able to provide expert advice to clients....

Unlock a Balanced Career with Our ClientAre you a seasoned professional seeking a harmonious work-life balance, a competitive compensation package, and a collaborative work environment? Our client, a reputable firm, is embarking on succession planning and is looking for an experienced Estates Partner to join their team.Key Responsibilities:Contribute to the...

Unlock a Balanced Career with Our ClientAre you a seasoned professional seeking a harmonious work-life balance, a competitive compensation package, and a collaborative work environment? Our client, a reputable firm, is embarking on succession planning and is looking for an experienced Estates Partner to join their team.Key Responsibilities:Contribute to the...

Job OpportunityWe are seeking a highly skilled and experienced professional to join our Wealth Management Services team as a Will & Estate Consultant.Key ResponsibilitiesCollaborate with Investment Advisors to provide consulting services to clients, working closely with their tax and legal professionals to deliver integrated wealth management...

Job OpportunityWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Royal Trust Corporation of Canada. As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own...

Job OpportunityWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Royal Trust Corporation of Canada. As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own...

Location: Remote/Hybrid | Experience: 10+ yearsWe are seeking an experienced Estates Partner to join our client's growing team as part of their succession planning efforts. The ideal candidate will have a strong background in estate planning and a proven track record of success in a similar role.Key responsibilities will include:Providing expert advice on...

Exciting Opportunity for an Estates PartnerWe are seeking a highly skilled and experienced Estates Partner to join our client's growing team. As part of their succession planning efforts, this is an excellent opportunity to make a meaningful contribution to a dynamic and forward-thinking organization.About the RoleThe successful candidate will be responsible...

Exciting Opportunity for an Estates PartnerWe are seeking a highly skilled and experienced Estates Partner to join our client's growing team. As part of their succession planning efforts, this is an excellent opportunity to make a meaningful contribution to a dynamic and forward-thinking organization.About the RoleThe successful candidate will be responsible...

Exciting Opportunity for an Estates PartnerWe are seeking a highly skilled Estates Partner to join our client's growing team. As part of their succession planning efforts, this role will play a key part in shaping the future of the firm.About the Role10+ years of experience in estate planningStrong expertise in private practiceExcellent communication and...

Exciting Opportunity for an Estates PartnerWe are seeking a highly skilled Estates Partner to join our client's growing team. As part of their succession planning efforts, this role will play a key part in shaping the future of the firm.About the Role10+ years of experience in estate planningStrong expertise in private practiceExcellent communication and...

About the RoleAviso Wealth is seeking a highly skilled Estates Specialist to join our Operations team. As an Estates Specialist, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts. This role requires strong analytical skills, attention to detail, and excellent communication skills.Key ResponsibilitiesReview and...

About the RoleAviso Wealth is seeking a highly skilled Estates Specialist to join our Operations team. As an Estates Specialist, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts. This role requires strong analytical skills, attention to detail, and excellent communication skills.Key ResponsibilitiesReview and...

About the Role:Aviso Wealth is seeking a highly skilled Estates Specialist to join our Operations team. As an Estates Specialist, you will be responsible for reviewing, preparing, settling, and taxing client estate accounts. This role requires strong analytical skills, attention to detail, and excellent communication skills.Key Responsibilities:Review and...

About the RoleAviso Wealth is seeking a highly skilled Estate Specialist to join our Operations team. As an Estate Specialist, you will play a critical role in the review, preparation, settlement, and taxation filing of client estate accounts.Key ResponsibilitiesDeliver exceptional service to clients by ensuring timely and accurate completion of estate...

About the RoleAviso Wealth is seeking a highly skilled Estate Specialist to join our Operations team. As an Estate Specialist, you will play a critical role in the review, preparation, settlement, and taxation filing of client estate accounts.Key ResponsibilitiesDeliver exceptional service to clients by ensuring timely and accurate completion of estate...

Estates Partner OpportunityToronto (Remote/Hybrid) | 10+ yearsWe are seeking an experienced Estates Partner to join our client's growing team as part of their succession planning efforts.Key Responsibilities:Providing expert estate planning advice to clientsDeveloping and implementing estate planning strategiesCollaborating with the team to achieve business...