Overview
Estate And Trust Consultant – Wealth Management Jobs in Toronto, Canada at Royal Bank of Canada
Join Canadian Wealth Management as an Estate and Trust Consultant to offer valuable insights within the Wills and Trusts Resource Group. Your expertise will enhance client experiences in estate settlements and account management.
In this role, you will conduct thorough analyses of wills and trust documents, deliver recommendations, and maintain risk management standards. Collaborating closely with Canadian Wealth Management partners, you will ensure adherence to relevant laws while identifying emerging trends and best practices in the estate and trust sector.
Key Responsibilities
- Review and summarize wills and trust agreements for clarity
- Make recommendations on trust and estate management
- Escalate urgent account issues for timely resolution
- Foster relationships with partners to improve client interactions
- Keep abreast of changes in estate and trust regulations
Requirements
- University degree or equivalent experience
- Over 3 years of relevant industry or legal experience
- Solid analytical and decision-making capabilities
- Excellent verbal and written communication skills
- Enthusiasm for pursuing ongoing education in estate and trust law
Leverage your expertise to drive client success and operational excellence within Canadian Wealth Management.
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Title: Estate And Trust Consultant – Wealth Management
Company: Royal Bank of Canada
Location: Toronto, Canada
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