Wealth Management Estate Consultant - RBC

Elevate client financial planning as a Will and Estate Consultant with RBC Wealth Management Services in Toronto. Collaborate with investment advisors to offer sophisticated estate solutions and tax advice.

In this full-time position, you will be a key asset within the Wealth Management team, working closely with clients and their tax and legal advisors.

Your role focuses on conducting client interviews, creating summary letters, and fostering relationships with estate planning professionals. A solid understanding of current legislation and risk management is essential to identify business opportunities and ensure integrated wealth management.

Key Responsibilities:

• Conduct client interview sessions and summarize advice provided

• Collaborate with advisors during client and prospect seminars

• Develop relationships with estate planning professionals

• Identify business and referral opportunities

• Maintain accurate records of activities and results

Requirements:

• Juris Doctor with provincial bar admission

• 5+ years in wills, estate planning, and tax

• Fluent in English and Cantonese/Mandarin

• Good knowledge of insurance products

• Strong written and verbal communication skills

Apply your expertise in estate planning, tax strategy, and relationship management to make a meaningful impact at RBC.
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