Estate Consultant

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.

• 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

• 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.
• Valid driver’s license

• Bilingual (English and French)
• Knowledge of Civil Law
• Knowledge in Cross Border Planning
• Estate and Trust experience
• Knowledge of Insurance Planning and Solutions
• STEP membership

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

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Address: 303 MOODIE DR:

OTTAWA
City:
Ottawa
Country:
Canada
Work hours/week: 37.5

Employment Type:

Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular

Pay Type:

Salaried
Posted Date:
Final date to receive applications:

Note:

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range: $90,000.00 - $. The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total…