Wealth Management Consultant

Position: Wealth Management Will Consultant
Explore a rewarding career as a Will and Estate Consultant with RBC in Halifax, Canada. Collaborate with Investment Advisors and provide expert consulting services to clients requiring estate planning.

As part of the Wealth Management Services team at RBC, you will leverage your Canadian Law Degree and minimum 5 years of experience to create comprehensive strategies for clients.

Your role involves conducting client interviews, developing relationships with estate planning professionals, and staying informed on relevant legislation. You will proactively identify business opportunities while ensuring exceptional client service delivery.

Key Responsibilities:

• Conduct client interview sessions and summarize advice provided

• Collaborate with advisors in client seminars and networking

• Update knowledge on legislation and risk management

• Identify new business opportunities for RBC Financial Group

• Maintain detailed activity records and follow-up actions

Requirements:

• Canadian Law Degree required

• Member of the Quebec Board of Notaries or equivalent

• Minimum of 5 years’ estate planning experience

• Good knowledge of insurance as estate tools

• Valid driver’s license

Utilize your legal expertise and estate planning skills to enhance the services offered by RBC in Halifax.
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