drjobs Will and Estate Consultant

Will and Estate Consultant

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1 Vacancy
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Job Location drjobs

Quebec - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Summary

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 units strategy and client offerings

What do you need to succeed

Must have:

  • 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

  • Bilingualism (English and French) required as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.

  • Valid drivers license

Nice to have:

  • Estate and Trust experience

  • Knowledge of Insurance Planning and Solutions

  • STEP membership

Whats 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

  • 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

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:

2828 BOUL LAURIER:QUBEC

City:

QUBEC

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best effectively collaborate drive innovation and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect belonging and opportunity for all.

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Required Experience:

Contract

Employment Type

Full-Time

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