Estate Planning Consultant

1 month ago

Kelowna, British Columbia, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a skilled Estate Planning Consultant to join our team at the Royal Bank of Canada. As a key member of our Wealth Management Services, you will work closely with Investment Advisors to provide consulting services to their clients.

In this role, you will be responsible for working with clients to create comprehensive summary letters recapping advice discussed in client sessions. You will also participate in client / prospect seminars and develop relationships with other estate planning professionals both internal and external to the Royal Bank of Canada.

To succeed in this position, you must have a Canadian Law Degree and be called to the bar in at least one Canadian province or territory. You will also need a minimum of 5 years' experience, advanced knowledge of Canadian legislation, and excellent written, verbal, and electronic communication skills.

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 the Royal Bank of Canada
  • Stay current relative to pertinent legislation, policy, and risk management issues
  • Proactively identify new business and referral opportunities for the Royal Bank of Canada where appropriate
  • Foster a cohesive working environment across the Royal Bank of Canada to facilitate the seamless delivery of service to clients
  • 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

What You Need to Succeed

  • A Canadian Law Degree and called to the bar in at least one Canadian province or territory
  • A minimum of 5 years' experience, and advanced knowledge of Canadian legislation including planning of wills, estate & 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
  • A valid driver's license

What's in It for You

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • 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 difference and lasting impact

  • Estate Planning and Litigation Specialist

    2 weeks ago

    Kelowna, British Columbia, Canada GPAC Full time

    GPAC: A Premier Law FirmA leading law firm with a diverse clientele, GPAC is committed to delivering prompt and practical service through an engaging team-oriented approach. Emphasizing work-life balance and remote work options, the firm fosters a healthy environment.Position: Estate Lawyer/Civil Litigator (5+ YOE) - wills & estates, real estate, and...

  • Wealth Management Consultant

    1 month ago

    Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    About the RoleAs a Wealth Management Consultant at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves creating comprehensive summary letters for clients recapitulating advice discussed during client interview sessions. You will also participate in client seminars, develop...

  • Real Estate Consultant for Okanagan Region

    2 weeks ago

    Kelowna, British Columbia, Canada Royal LePage Kelowna Full time

    We are seeking a dynamic and business-savvy individual to join our team as a Real Estate Representative at Royal LePage Kelowna. Located in the beautiful Okanagan region, we offer a fulfilling and dynamic career path for individuals who possess strong interpersonal skills and a passion for real estate.About UsRoyal LePage Kelowna is a multi-award winning...

  • Commercial Real Estate Portfolio Manager

    2 days ago

    Kelowna, British Columbia, Canada Royal Bank of Canada Full time

    Estimated Salary: CAD $120,000 - $180,000 per annumAbout UsThe Royal Bank of Canada is a leading financial institution committed to delivering exceptional client experiences and innovative solutions. We pride ourselves on our commitment to excellence, diversity, and inclusion.Job DescriptionWe are seeking an experienced Commercial Real Estate Portfolio...

  • Real Estate Strategic Manager

    4 weeks ago

    Kelowna, British Columbia, Canada Interior Health Authority Full time

    Interior Health Authority is seeking an experienced professional to fill the role of Director, Contract Management. This position offers a competitive salary and benefits package.Job Description:The Director, Contract Management will be responsible for leading the development and implementation of strategic plans for managing Interior Health's real estate...

  • Vineyard Harvest Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada FRIND ESTATE WINERY Full time

    The Frind Estate Winery is seeking a skilled Vineyard Harvest Specialist to join our team. As a key member of our vineyard crew, you will play a critical role in ensuring the success of our grape harvest.About the JobThis is a seasonal position with an estimated salary range of $35,000 - $50,000 CAD per year, depending on experience and location. The...

  • Real Estate Insurance Marketing Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada BFL Canada Full time

    Dynamic Career OpportunityBFL Canada is a leading employee-owned Risk Management, Insurance Brokerage, and Employee Benefits consulting services firm in Canada. With over 1300 professionals across 27 offices nationwide, we offer a collaborative and fast-paced work environment that thrives on innovation and entrepreneurship.We are currently seeking an...

  • Vineyard Labourer

    4 weeks ago

    Kelowna, British Columbia, Canada FRIND ESTATE WINERY Full time

    Job TitleVineyard LabourerAbout the RoleWe are seeking a Vineyard Labourer to join our team at Frind Estate Winery. This is a seasonal position that requires individuals who are physically fit and able to work outdoors in all weather conditions.Key ResponsibilitiesMaintaining Vines: Guide growing shoots into optimal development positions, maintain and manage...

  • Vineyard Assistant

    4 weeks ago

    Kelowna, British Columbia, Canada FRIND ESTATE WINERY Full time

    About the RoleWe are seeking a skilled Vineyard Assistant to join our team at FRIND ESTATE WINERY. As a key member of our vineyard crew, you will play a vital role in ensuring the health and productivity of our grapevines.ResponsibilitiesGuide growing shoots into optimal development positionsMaintain and manage growth of vines, vine canopy, and grapesMix...

  • Senior Commercial Real Estate Attorney

    4 weeks ago

    Kelowna, British Columbia, Canada Gpac Full time

    Experience Senior Lawyer for Growing CompaniesWe are seeking an accomplished lawyer with 3+ years of experience as an Associate to join our team at GPAC, a leading search firm specializing in placing professionals across the United States. This well-known law firm based in beautiful Kelowna is looking to add an exceptional attorney to their partnership...

  • Vineyard Farmhand

    1 month ago

    Kelowna, British Columbia, Canada FRIND ESTATE WINERY Full time

    Job Title: Vineyard FarmhandAbout Us:Frind Estate Winery is a leading winery in the region, known for producing high-quality wines. We are seeking an experienced Vineyard Farmhand to join our team.Salary: $45,000 - $60,000 per yearAbout the Role:The successful candidate will be responsible for performing various tasks related to grape cultivation, including...

  • High-Rise Development Professional

    4 weeks ago

    Kelowna, British Columbia, Canada TalentSphere Staffing Solutions Full time

    We are seeking a highly skilled High-Rise Development Professional to join our team at TalentSphere Staffing Solutions. This individual will play a crucial role in overseeing the development process of high-rise residential multifamily projects, office spaces, retail areas, and mixed-use developments.About the RoleThe ideal candidate will have 3+ years of...

  • Strategic Tax Planning Lead

    4 weeks ago

    Kelowna, British Columbia, Canada Doane Grant Thornton Full time

    About UsWe are a large and growing professional services firm that feels like a community. With over 3000 employees across Canada, we truly care about our colleagues, clients, and the communities where we work and live.We are building a thriving organization that is purpose-driven and values its people. We believe in making a difference in the lives of our...

  • Administrative Support Specialist

    4 weeks ago

    Kelowna, British Columbia, Canada AMS Consultant Full time

    K.C & SONS Alberta Ltd. is seeking a highly skilled and experienced Administrative Support Specialist to join their team.About the RoleWe are looking for an individual with exceptional organizational skills, who can effectively manage multiple tasks and priorities in a fast-paced environment.The successful candidate will be responsible for providing...

  • Administrative Services Director

    2 weeks ago

    Kelowna, British Columbia, Canada Kunal Bharatendu Personal Real Estate Corporation Full time

    Job TitleAdministrative Services DirectorAbout the RoleWe are seeking an experienced Administrative Services Director to join our team at Kunal Bharatendu Personal Real Estate Corporation.Job DescriptionThe ideal candidate will have a strong background in office administration and management, with a focus on providing exceptional support to our team.Key...

  • Top Law Talent Wanted for Kelowna Office

    2 weeks ago

    Kelowna, British Columbia, Canada Montgomery Miles and Stone Full time

    Montgomery Miles & Stone is a dynamic law firm in Kelowna, BC seeking an experienced associate lawyer to join our team.About the RoleWe are looking for a highly skilled and motivated individual who can practice in Business and Banking Transactions, Real Estate Conveyancing and Development, and Estate Planning/Administration. The ideal candidate will have a...

  • Strategic Financial Consultant

    4 weeks ago

    Kelowna, British Columbia, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas. Our purpose is to 'for every future' and we help our customers, their families and communities achieve success through advice, products and services.A Competitive Salary PackageWe offer a competitive compensation package that rewards growing and maintaining your client base. The estimated annual...

  • Urban Planning and Development Project Manager

    2 weeks ago

    Kelowna, British Columbia, Canada Stantec Consulting International Ltd. Full time

    Project Lead - Urban Planning & DesignWe are seeking an experienced planning/design professional who relishes complex project delivery, working with large teams, driving project outcomes, and has an excellent understanding of the entire development process.Key Responsibilities:Lead projects and strategy, managing client interface, and bringing your subject...

  • Strategic Benefits Solutions Consultant

    1 week ago

    Kelowna, British Columbia, Canada People Corporation Full time

    We are seeking an experienced Managing Consultant to join our team in Kelowna. This key role will be responsible for retaining and growing relationships with group benefits clients, working closely with supporting teams to unlock opportunities and provide tailored solutions.Main Responsibilities:Develop strategic consulting plans for client...

  • Project Manager

    4 weeks ago

    Kelowna, British Columbia, Canada Interior Health Authority Full time

    About the role:Interior Health Authority is seeking a highly skilled Project Manager to join their team. The successful candidate will be responsible for facilitating and coordinating the design, construction, and building commissioning stages for all major capital, upgrade, and operational projects at one or more assigned sites within the Interior Health...