Overview
Estate Consultant at RBC Jobs in Hamilton, Canada at Royal Bank of Canada
Position: Will & Estate Consultant at RBC
Become a Will & Estate Consultant with RBC’s Wealth Management Services to deliver exceptional estate planning solutions together with Investment Advisors for clients. This role emphasizes collaboration with clients and professionals while adhering to comprehensive Canadian legislation.
As a vital member of the RBC Wealth Management team, your expertise will help Investment Advisors in providing tailored consulting services. You will conduct client interviews, draft summary letters, and nurture relationships with estate planning professionals. Staying updated on relevant legislation will be essential to successfully facilitate seamless service delivery.
Key Responsibilities:
• Conduct client interviews and create summary letters
• Collaborate with advisors in client seminars
• Maintain relationships with external estate professionals
• Identify new business opportunities proactively
• Report and maintain accurate records of activities
Requirements:
• Canadian Law Degree required
• Minimum 5 years of estate planning experience
• Member of Quebec Board of Notaries or Bar Association
• Advanced knowledge of estate & trust administration
• Valid driver’s license
Leverage your estate planning knowledge to create impactful solutions for RBC clients.
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Title: Estate Consultant at RBC
Company: Royal Bank of Canada
Location: Hamilton, Canada
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