Will & Estate Consultant
RBC
full-time
Posted on:
Location Type: Office
Location: Langley • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$130,000 - CA$140,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- Canadian Law Degree and called to the bar in at least one Canadian province or territory
- A minimum of 5 years’ experience
- 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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Canadian Law Degreeestate & trust administrationplanning of willstax rulesinsurance productscommon law related to willsestatestrusts
Soft skills
client relationship managementcommunicationteam collaborationproactive identification of opportunitiesreportingcoordinating actions
Certifications
called to the bar in Canadavalid driver’s license