Will & Estate Consultant

Royal Bank of Canada•Dartmouth, NS

1d•Onsite

About The Position

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.

Requirements

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 Haves

Estate and Trust experience.
Knowledge of Insurance Planning and Solutions.
Knowledge in cross-border estate law.
STEP membership.

Responsibilities

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