Estate Planning Consultant

1 month ago

Sudbury, Ontario, Canada Royal Bank of Canada Full time
Job Summary

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 tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.

Key Responsibilities
  • Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session
  • Participate with advisors in client/prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group
  • Stay current relative to pertinent legislation, policy, and risk management issues
  • Proactively identify new business and referral opportunities for RBC Financial Group where appropriate
  • Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter
  • Maintain and report an accurate and complete record of activities and results
  • Work with advisors in identifying appropriate opportunities
  • Follow through and coordinate any actions that come out of the interview process (i.e., various internal and external consultants)
  • Stay current on the business unit's strategy and client offerings
Requirements
  • Canadian Law Degree and called to the bar in at least one Canadian province or territory
  • A minimum of 5 years' experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities
  • Good knowledge of various insurance products as estate planning tools
  • Advanced knowledge of common law related to wills, estates, and trusts
  • Excellent written, verbal, and electronic communication skills
  • Valid driver's license
Preferred Qualifications
  • Bilingual Mandarin/Cantonese OR French
  • Estate and Trust experience
  • Knowledge of Insurance Planning and Solutions
  • STEP membership
What We Offer

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Ability to make a difference and lasting impact

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