Estate Planning Specialist

4 weeks ago

Vancouver, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

As a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through the complexities of estate planning and administration.

Key Responsibilities
  • Guide clients and their families through the estate planning process, ensuring their wishes are respected and their assets are protected.
  • Develop and implement estate plans that meet the unique needs of each client, taking into account their financial, personal, and family circumstances.
  • Work closely with clients to understand their goals and objectives, and provide expert advice on estate administration, probate, and inheritance matters.
  • Collaborate with other professionals, such as lawyers and accountants, to ensure seamless execution of estate plans.
  • Provide ongoing support and guidance to clients and their families throughout the estate administration process.
Requirements
  • Strong understanding of estate planning laws and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office and other relevant software.

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