Estate Planning Consultant
3 days ago
As a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients. This involves collaborating with tax and legal professionals to deliver integrated wealth management solutions that meet the complex needs of high-net-worth individuals.
Key Responsibilities- Conduct comprehensive client interviews and create detailed summary reports to recap advice discussed during sessions.
- Participate in client/prospect seminars and develop relationships with estate planning professionals both within and outside RBC Financial Group.
- Stay up-to-date on relevant legislation, policy, and risk management issues.
- Identify new business and referral opportunities for RBC Financial Group.
- Foster a collaborative working environment across RBC Financial Group to ensure seamless delivery of services to clients.
- Maintain accurate and complete records of activities and results.
- Work with advisors to identify suitable opportunities.
- Coordinate actions resulting from client interviews (e.g., consulting with internal and external experts).
- Stay informed about the business unit's strategy and client offerings.
- Canadian Law Degree and bar admission in at least one Canadian province or territory.
- Minimum 5 years' experience and advanced knowledge of Canadian legislation, including wills, estate, and trust administration, as well as related tax rules and planning opportunities.
- Good understanding of various insurance products as estate planning tools.
- Advanced knowledge of common law related to wills, estates, and trusts.
- Bilingualism (English and French) required, as you will serve clients and work with RBC partners and employees across Canada.
- Valid driver's license.
- Estate and Trust experience.
- Knowledge of Insurance Planning and Solutions.
- STEP membership.
- A comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.
- A world-class training program in financial services.
- A dynamic, collaborative, progressive, and high-performing team environment.
- The opportunity to make a lasting impact and contribute to the success of our clients and communities.
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Estate Planning Consultant
1 week ago
Québec, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key member of our 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...
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Estate Planning Consultant
1 week ago
Québec, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled and experienced Estate Planning Consultant to join our Wealth Management Services team at Royal Bank of Canada. As a key member of our 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...
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Estate Planning Consultant
2 weeks ago
Québec, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...
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Estate Planning Consultant
2 weeks ago
Québec, Quebec, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...
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Lead Estate Planning Consultant
1 month ago
Québec, Quebec, Canada Banque Nationale du Canada Full timeLead Estate Planning Consultant at Banque Nationale du CanadaAssisting clients and Financial Advisors with their estate management requirementsDelivering tailored information and insightsThis role encompasses advising on estate management issues, providing specialized guidance to clients, and working closely with the financial team at Banque Nationale du...
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Senior Estate Planning Consultant
1 month ago
Québec, Quebec, Canada National Bank Full timePosition Overview The role of a Senior Estate Planning Consultant at National Bank involves providing expert guidance to clients and Investment Advisors (IAs) regarding their estate planning requirements. This position is exclusively focused on consulting, devoid of responsibilities related to the reception or drafting of legal documents. Department Mission...
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Estate Planning Expert
1 week ago
Québec, Quebec, Canada NBC Full time{"h1": "Senior Estate Planning Advisor", "p": "At National Bank Financial, we're seeking a highly skilled Senior Estate Planning Advisor to join our team. As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors with their estate planning needs.Your primary responsibilities will include:*...
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Estate Planning Expert
1 week ago
Québec, Quebec, Canada NBC Full time{"h1": "Senior Estate Planning Advisor", "p": "At National Bank Financial, we're seeking a highly skilled Senior Estate Planning Advisor to join our team. As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors with their estate planning needs.Your primary responsibilities will include:*...
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Estate and Trust Planning Lead
2 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...
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Estate and Trust Planning Lead
2 weeks ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...
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Senior Estate Planning Specialist
2 days ago
Québec, Quebec, Canada NBC Full timeJob Title: Senior Estate Planning AdvisorAt National Bank Financial (NBF), we are seeking a highly skilled Senior Estate Planning Advisor to join our team. As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors with their estate planning needs.Key Responsibilities:Provide expert advice on...
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Senior Estate Planning Specialist
2 days ago
Québec, Quebec, Canada NBC Full timeJob Title: Senior Estate Planning AdvisorAt National Bank Financial (NBF), we are seeking a highly skilled Senior Estate Planning Advisor to join our team. As a key member of our client advisory team, you will play a crucial role in supporting our clients and Investment Advisors with their estate planning needs.Key Responsibilities:Provide expert advice on...
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Estate and Trust Planning Expert
1 week ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Expert to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...
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Estate and Trust Planning Expert
1 week ago
Québec, Quebec, Canada MD Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Expert to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...
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Financial Planning Consultant
5 days ago
Québec, Quebec, Canada Canadian Imperial Bank of Commerce Full timeJob SummaryWe are seeking a highly skilled Financial Planning Consultant to join our CIBC Financial Planning and Advice team. As a key member of our team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key ResponsibilitiesAnalyze customer portfolios and prepare retirement/investment...
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Financial Planning Consultant
5 days ago
Québec, Quebec, Canada Canadian Imperial Bank of Commerce Full timeJob SummaryWe are seeking a highly skilled Financial Planning Consultant to join our CIBC Financial Planning and Advice team. As a key member of our team, you will provide expert financial planning counsel to high net worth clients, specializing in wealth management solutions.Key ResponsibilitiesAnalyze customer portfolios and prepare retirement/investment...
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Tax and Estate Planning Manager
1 month ago
Québec, Quebec, Canada the Ladders Full timePosition Overview: This role is classified as Grade P7.Referral Level: Level 2Division: MI Retail DistributionCompany Overview: The Ladders is recognized as a prominent entity in the realm of diversified wealth and asset management, overseeing approximately $271 billion in total assets under management.Role Responsibilities: The successful candidate will be...
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Wealth Management Estate and Trust Consultant
1 month ago
Québec, Quebec, Canada Scotiabank Full timePosition Overview:As the Estate and Trust Lead for MD Signature in Quebec, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our affluent clientele. Your expertise will ensure the timely and insightful provision of advanced estate and trust planning advice, education, and support to various...
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Senior Wealth Management Consultant
1 month ago
Québec, Quebec, Canada National Bank Full timePosition Overview: The role of a Senior Wealth Management Consultant at National Bank involves assisting clients and Investment Advisors (IAs) in navigating their estate planning requirements by offering both general and tailored insights. Key Responsibilities: Provide expert guidance on estate planning strategies to enhance client financial security....
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Real Estate Lawyer and Notary
2 weeks ago
Québec, Quebec, Canada Options Consulting Solutions Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Lawyer to join our team at Options Consulting Solutions. As a Senior Lawyer, you will be responsible for providing expert legal advice on a range of residential real estate matters.Key ResponsibilitiesManage residential real estate transactions from beginning to end, ensuring seamless...