Will and Estate Consultant

2 months ago

Collingwood, Canada Royal Bank of Canada> Full time

Job Summary

Job Description

  • Job Description

    What is the opportunity?

    As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work 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 team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.

    The role will require travel within Greater Toronto Area.

    What will you do?

    • 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

    What do you need to succeed?

    Must have:

    • 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.

    • Fluent in Mandarin and/or Cantonese

    • Valid driver’s license

    Nice to have:

    • Estate and Trust experience

    • Knowledge of Insurance Planning and Solutions

    • STEP membership

    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  

  • Additional Job Description

    Additional Job Description

Job Skills

Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

11 VICTORIA ST:BARRIE

City:

BARRIE

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-13

Application Deadline:

2024-10-31

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

  • Estate Planning Consultant

    2 weeks ago

    Collingwood, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryThis is a challenging and rewarding role that requires a high level of expertise in estate planning and wealth management. As an Estate Planning Consultant with the Royal Bank of Canada, 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...

  • Estate Planning Consultant

    1 week ago

    Collingwood, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryThis is a challenging and rewarding role that requires a high level of expertise in estate planning and wealth management. As an Estate Planning Consultant with the Royal Bank of Canada, 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...

  • Estate Planning Advisor

    4 weeks ago

    Collingwood, Ontario, Canada Royal Bank of Canada Full time

    Position OverviewAs a key contributor within the Wealth Management Services division, the role of a Will & Estate Consultant involves collaborating closely with Investment Advisors. Your primary responsibility will be to deliver expert consulting services tailored to the unique needs of clients.Key ResponsibilitiesEngage with clients to understand their...

  • Estate Planning Specialist

    7 days ago

    Collingwood, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team at the Royal Bank of Canada.Key ResponsibilitiesCollaborate with Investment Advisors to provide consulting services to clients.Work with clients to understand their estate planning needs and goals.Develop and implement customized estate plans...

  • Estate Planning Specialist

    7 days ago

    Collingwood, Ontario, Canada Royal Bank of Canada Full time

    About the RoleWe are seeking a highly skilled Will and Estate Consultant to join our Wealth Management Services team at the Royal Bank of Canada.Key ResponsibilitiesCollaborate with Investment Advisors to provide consulting services to clients.Work with clients to understand their estate planning needs and goals.Develop and implement customized estate plans...

  • Estate Planning Advisor

    4 weeks ago

    Collingwood, Ontario, Canada Royal Bank of Canada Full time

    Position OverviewAs a key player in the Wealth Management Services division, the role of a Will & Estate Consultant involves collaborating closely with Investment Advisors to deliver expert consulting services tailored to client needs.Key ResponsibilitiesProvide comprehensive estate planning strategies to clients.Work in conjunction with Investment Advisors...

  • Estate Planning Advisor

    4 weeks ago

    Collingwood, Ontario, Canada Royal Bank of Canada Full time

    Position OverviewAs a key contributor within the Wealth Management Services division, the role of a Will & Estate Consultant involves collaborating closely with Investment Advisors. Your primary responsibility will be to deliver expert consulting services tailored to the unique needs of clients.Key ResponsibilitiesEngage with Investment Advisors to assess...

  • Manager, Sustainability

    2 months ago

    Collingwood, Canada Transwestern Full time

    Transwestern Real Estate Services adds value for investors, owners and occupiers of all commercial property types through comprehensive solutions grounded in sound market intelligence. Part of the Transwestern companies, the firm applies a consultative approach to Agency Leasing, Asset Services, Tenant Advisory + Workplace Solutions, Capital Markets and...

  • Manager, Sustainability

    2 months ago

    Collingwood, Canada Transwestern Full time

    Transwestern Real Estate Services adds value for investors, owners and occupiers of all commercial property types through comprehensive solutions grounded in sound market intelligence. Part of the Transwestern companies, the firm applies a consultative approach to Agency Leasing, Asset Services, Tenant Advisory + Workplace Solutions, Capital Markets and...

  • Project Manager

    1 week ago

    Collingwood, Canada Parkbridge Lifestyle Communities Inc. Full time

    **PROJECT MANAGER, COLLINGWOOD, ON (12-18-MONTH CONTRACT)** **Salary: $75,000-$80,000** With community and collaboration at our core, working at Parkbridge is not just a job—it’s an experience! We strive to embody our corporate values of Community, Authenticity, Respect, and Excellence in our relationships with colleagues, customers, and business...

  • Infection Prevention and Control Practitioner

    3 days ago

    Collingwood, Canada Collingwood General and Marine Hospital Full time

    **CAREER OPPORTUNITY** Infection Prevention and Control Practitioner 2024-207 **Choose Collingwood General & Marine Hospital**: Explore a role with Collingwood General & Marine Hospital (CGMH) and live your ideal lifestyle. Located on the shores of Georgian Bay, you have the opportunity to enjoy the 4-season recreational community. **Corporate...

  • Physician Assistant

    1 week ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    About the RoleCollingwood General and Marine Hospital is seeking a highly skilled Physician Assistant to join our Emergency Department team. As a Physician Assistant, you will play a vital role in providing high-quality patient care and contributing to the hospital's mission to deliver exceptional healthcare services.Key ResponsibilitiesAssess and manage...

  • Physician Assistant

    2 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    About the RoleCollingwood General and Marine Hospital is seeking a highly skilled Physician Assistant to join our Emergency Department team. As a Physician Assistant, you will play a vital role in providing high-quality patient care and contributing to the hospital's mission to deliver exceptional healthcare services.Key ResponsibilitiesAssess and manage...

  • Physician Assistant

    3 days ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job Opportunity at Collingwood General and Marine HospitalCareer OpportunityWe are seeking a highly skilled Physician Assistant to join our team at Collingwood General and Marine Hospital. As a Physician Assistant, you will play a vital role in providing exceptional patient care in our Emergency Department.About the RoleUnder the delegation of a Supervising...

  • Physician Assistant

    3 days ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job Opportunity at Collingwood General and Marine HospitalCareer OpportunityWe are seeking a highly skilled Physician Assistant to join our team at Collingwood General and Marine Hospital. As a Physician Assistant, you will play a vital role in providing exceptional patient care in our Emergency Department.About the RoleUnder the delegation of a Supervising...

  • Physician Assistant

    2 days ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    About the RoleWe are seeking a highly skilled Physician Assistant to join our dynamic team in the Emergency Department at Collingwood General and Marine Hospital. As a Physician Assistant, you will play a vital role in providing exceptional patient care and contributing to the hospital's mission to deliver high-quality, patient-centered care.Key...

  • Physician Assistant

    2 days ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    About the RoleWe are seeking a highly skilled Physician Assistant to join our dynamic team in the Emergency Department at Collingwood General and Marine Hospital. As a Physician Assistant, you will play a vital role in providing exceptional patient care and contributing to the hospital's mission to deliver high-quality, patient-centered care.Key...

  • Physician Assistant

    1 week ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job SummaryWe are seeking a highly skilled Physician Assistant to join our team at Collingwood General and Marine Hospital. As a Physician Assistant, you will play a vital role in providing high-quality patient care in our Emergency Department.Key ResponsibilitiesAssess and manage medium to high acuity patients, including those who may require admission, as...

  • Emergency Medicine Physician Assistant

    1 week ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    About the RoleWe are seeking a highly skilled and experienced Physician Assistant to join our Emergency Department team at Collingwood General and Marine Hospital. As a Physician Assistant, you will play a vital role in providing high-quality patient care and contributing to the hospital's mission to deliver exceptional healthcare services to our...

  • Physician Assistant

    2 weeks ago

    Collingwood, Ontario, Canada Collingwood General and Marine Hospital Full time

    Job SummaryWe are seeking a highly skilled Physician Assistant to join our team at Collingwood General and Marine Hospital. As a Physician Assistant, you will play a vital role in providing high-quality patient care in our Emergency Department.Key ResponsibilitiesAssess and manage medium to high acuity patients, including those who may require admission, as...