Will and Estate Consultant
4 weeks ago
As a key member of our Wealth Management Services team, you will work closely with Investment Advisors to provide expert consulting services to their clients, collaborating with their tax and legal professionals to deliver integrated wealth management solutions.
Key Responsibilities- Conduct client interviews and create comprehensive summary letters recapping advice discussed during sessions
- Participate in client/prospect seminars and develop relationships with estate planning professionals both internal and external to RBC Financial Group
- Stay current on pertinent legislation, policy, and risk management issues
- Identify new business and referral opportunities for RBC Financial Group
- Foster a cohesive working environment across RBC Financial Group to facilitate seamless delivery of service to clients
- Maintain and report accurate and complete records of activities and results
- Work with advisors to identify appropriate opportunities
- Follow through and coordinate actions resulting from interview processes
- Stay current on business unit strategy and client offerings
- Canadian Law Degree and called to the bar in at least one Canadian province or territory
- Minimum 5 years' experience and advanced knowledge of Canadian legislation, including wills, estate, and 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 in English and French
- Fluency in French and English to serve clients in the community with English-speaking needs
- Valid driver's license
- Estate and Trust experience
- Knowledge of Insurance Planning and Solutions
- STEP membership
- 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 lasting impact
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