Estate Consultant Job Toronto area,Ontario Canada,Finance & Banking

Position: Will & Estate Consultant

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.
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

Member of the Quebec Board of Notaries or Member of the Bar Association from at least on Canadian province (or equivalent)

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

Valid driver’s license

Nice to have:

Estate and Trust experience

Knowledge of Insurance Planning and Solutions

Knowledge in cross-border estate law

Society of Trust and Estate Practitioners (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.

Leaders who support your development through coaching and managing opportunities

Ability to make a difference and lasting impact.

Work in a dynamic, collaborative, progressive, and high-performing team.

Flexible work/life balance options.

Opportunities to do challenging work.

Opportunities to take on progressively greater accountabilities.

Access to a variety of job opportunities across business.

RBC is presently inviting candidates to apply for future vacancies. Applying to this posting allows you to express your interest in future career opportunities lified applicants may be contacted to review their resume in more detail.
Job Skills
Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services
Additional Job Details

Address:

ROYAL BANK PLAZA, 200 BAY ST:

TORONTO

City:

Toronto

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…