Estate Planning Specialist

1 month ago


Québec, Quebec, Canada Royal Trust Corporation of Canada Full time

Job Opportunity:

We are seeking a highly skilled and experienced Wealth Management Consultant 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 expert consulting services to their clients, helping them achieve their financial goals and create lasting legacies.

Key Responsibilities:

  • Conduct comprehensive client interviews and create detailed summary reports to recap advice discussed during sessions.
  • Collaborate with advisors to develop and maintain relationships with estate planning professionals, both internal and external to RBC Financial Group.
  • Stay up-to-date on relevant legislation, policy, and risk management issues to provide informed guidance to clients.
  • Identify new business and referral opportunities for RBC Financial Group and foster a cohesive working environment to deliver exceptional client service.
  • Maintain accurate and complete records of activities and results, and work with advisors to identify opportunities for growth and development.

Requirements:

  • Canadian Law Degree and call to the bar in at least one Canadian province or territory.
  • Minimum 5 years' experience in estate planning, with advanced knowledge of Canadian legislation and tax rules.
  • Excellent written, verbal, and electronic communication skills in English and French.
  • Valid driver's license.

What We Offer:

  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation.
  • A world-class training program in financial services.
  • The opportunity to work in a dynamic, collaborative, and progressive team environment.
  • The ability to make a lasting impact and contribute to the success of our clients and communities.

About Us:

We are committed to building inclusive teams and an equitable workplace, where employees can bring their true selves to work. We strive to provide an accessible candidate experience for prospective employees with different abilities.



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