Will and Estate Consultant

4 weeks ago

Québec, Quebec, Canada Royal Bank of Canada Full time
Job Summary

As a Will and Estate Consultant, you will work 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
  • Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
  • Valid driver's license
What's in it for you?

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

  • Will and Estate Consultant

    2 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team, you will collaborate 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...

  • Estate Planning Consultant

    4 weeks ago

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

    Job OpportunityWe are seeking a highly 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...

  • Estate Planning Consultant

    4 weeks ago

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

    Job OpportunityWe are seeking a highly 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...

  • Estate Planning Consultant

    2 months ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key 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...

  • Estate Planning Consultant

    2 months ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key 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...

  • Estate Planning Consultant

    2 months ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

  • Estate Planning Consultant

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver comprehensive solutions.Key ResponsibilitiesConduct client interviews and...

  • Estate Planning Consultant

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver comprehensive solutions.Key ResponsibilitiesConduct client interviews and...

  • Estate Planning Consultant

    1 month ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Estate Planning Consultant

    1 month ago

    Québec, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth...

  • Estate Planning Consultant

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions.Key ResponsibilitiesConduct comprehensive client interviews and create detailed...

  • Estate Planning Consultant

    4 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies to deliver tailored solutions.Key ResponsibilitiesConduct comprehensive client interviews and create detailed...

  • Estate Planning Consultant

    2 weeks ago

    Québec, Quebec, Canada RBC Full time

    Job SummaryAs 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 involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth individuals.Key...

  • Estate Planning Consultant

    2 weeks ago

    Québec, Quebec, Canada RBC Full time

    Job SummaryAs 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 involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth individuals.Key...

  • Estate Planning Consultant

    3 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals.Key ResponsibilitiesConduct comprehensive client interviews and create detailed summary letters...

  • Estate Planning Consultant

    3 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals.Key ResponsibilitiesConduct comprehensive client interviews and create detailed summary letters...

  • Will & Estate Consultant - Wealth Management Services

    2 weeks ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, leveraging your knowledge of Canadian legislation and estate planning strategies. This role is ideal for a seasoned professional with a strong background in estate and trust administration,...

  • Estate Planning Specialist

    1 month ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    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...

  • Estate Planning Specialist

    1 month ago

    Québec, Quebec, Canada Royal Bank of Canada Full time

    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...

  • Estate Planning Specialist

    1 month ago

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

    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, implementing solutions in coordination with tax and legal professionals.Conduct client interview sessions,...