Estate Planning Advisor

1 month ago


Saskatoon, Saskatchewan, Canada Royal Bank of Canada> Full time
Job Summary

As a Will and Estate Advisor at Royal Bank of Canada, you will provide expert guidance to clients on estate planning and administration, helping them navigate the complexities of succession planning and wealth transfer. Your role will involve developing and presenting estate planning guides, creating and reviewing individual estate plans, and educating clients on relevant estate planning instruments.

Key Responsibilities
  • Develop and present comprehensive estate planning guides for clients, agents, and groups
  • Create, review, and update individual estate plans, providing ongoing recommendations to improve estate planning processes
  • Educate clients on relevant estate planning instruments, including wills, trusts, gifts, and powers of attorney
  • Assist clients in selecting appropriate estate planning instruments, interpreting their pros and cons, and applying them to individual situations
Requirements
  • Law degree and membership in the Law Society of Saskatchewan
  • Possession of or working towards TEP designation
  • At least 1-3 years of related experience
What We Offer
  • A comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a lasting impact on clients' lives
  • Work in a dynamic, collaborative, and progressive team environment


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