Estate Planning Consultant

4 weeks ago

Peterborough, Ontario, Canada Royal Trust Corporation of Canada Full time

Job Opportunity:

We are seeking a skilled Estate Planning Consultant to join our Wealth Management team at Royal Trust Corporation of Canada. As an integral member of our 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.

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 Royal Trust Corporation of Canada.
  • Stay current relative to pertinent legislation, policy, and risk management issues.
  • Proactively identify new business and referral opportunities for Royal Trust Corporation of Canada where appropriate.
  • Foster a cohesive working environment across Royal Trust Corporation of Canada 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 co-ordinate 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:

  • 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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