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RBC & Estate Planning Specialist
Job Description & How to Apply Below
Advance your career as a Will & Estate Planning Specialist at RBC, delivering comprehensive consulting services alongside Investment Advisors.
Your role will be pivotal in client wealth management.
In Wealth Management Services, the Will & Estate Planning Specialist collaborates with advisors to provide tailored planning solutions to clients, working alongside tax and legal professionals. Staying current with legislation is essential, as is fostering strong relationships both internally and externally. You will identify new referral opportunities and document all interactions methodically.
Key Responsibilities:
• Conduct client interviews and prepare summarizing letters
• Participate in seminars with investment advisors
• Strengthen ties with estate planning experts
• Identify potential business opportunities
• Maintain detailed records of client interactions
Requirements:
• Must possess a Canadian Law Degree
• Member of Quebec Board of Notaries or similar
• 5 years of experience in estate planning required
• Strong understanding of estate-related laws
• Valid driver’s license
Use your skills to support RBC's mission in delivering wealth management excellence.
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