Estate Planning Specialist

4 days ago


Saskatoon, Saskatchewan, Canada Royal Bank of Canada Full time
About the Opportunity

As a Will and Estate Advisor at Royal Bank of Canada, you will play a pivotal role in supporting clients and their families during a critical life event. Your expertise will be instrumental in guiding them through the estate planning process, ensuring a smooth transition of assets and minimizing stress.

Key Responsibilities
  • Collaborate with clients to understand their estate planning needs and goals
  • Develop and implement comprehensive estate plans, including wills, trusts, and powers of attorney
  • Provide guidance on probate and estate administration, including asset distribution and tax planning
  • Communicate with beneficiaries, heirs, and other stakeholders to ensure a seamless transition
  • Stay up-to-date with regulatory changes and industry developments to provide expert advice
Requirements

To succeed in this role, you will need:

  • Strong knowledge of estate planning laws and regulations
  • Excellent communication and interpersonal skills
  • Ability to work with clients and their families in a sensitive and empathetic manner
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office and other relevant software


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