
Estate Planning Consultant
7 days ago
Job Overview
">Royal Bank of Canada is seeking a skilled Estate Planning Consultant to join its Wealth Management Services team. As an integral member of this 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 professionals.
">This role requires strong knowledge of Canadian legislation, including planning of wills, estate & trust administration; and related tax rules and planning opportunities. You will also need excellent written, verbal and electronic communication skills in English, as well as the ability to communicate effectively with clients across the country.
">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 co-ordinate 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
">To succeed in this role, you must have a Canadian Law Degree and be called to the bar in at least one Canadian province or territory. You should also have a minimum of 5 years' experience, along with advanced knowledge of Canadian legislation and related tax rules and planning opportunities. Excellent written, verbal and electronic communication skills in English are also essential, as is the ability to communicate effectively with clients across the country.
">What We Offer
">We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our world-class training program in financial services will also help you develop your skills and reach your full potential.
">Additional Details
">The estimated salary range for this position is $80,000 - $140,000, depending on experience, skills, and registration status, market conditions and business needs. You may also have the opportunity to earn more through our robust discretionary bonus program.
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