Estate Planning Consultant

5 days 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


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