Base: not specified; bonus/equity: bonuses + commi...
Analyze wills and trust agreements
Support estate and trust account issues
Provide client experience improvements
The Consultant will support revenue generation by improving client experience on estate settlements and new estate and trust accounts while minimizing risk and promoting consistency across Canadian Wealth Management
Job Summary
The Consultant will support revenue generation by improving client experience on estate settlements and new estate and trust accounts while minimizing risk and promoting consistency across Canadian Wealth Management.
The role involves analyzing and interpreting wills and trust agreements, making informed recommendations, prioritizing issue escalation, and assisting in policy and procedure development.
RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits, competitive compensation, and opportunities for career growth in a dynamic and collaborative environment.
Matching Summary
The Consultant will support revenue generation by improving client experience on estate settlements and new estate and trust accounts while minimizing risk and promoting consistency across Canadian Wealth Management.
Salary
Base: Not specified; Bonus/Equity: Bonuses and commissions where applicable; Benefits: Flexible benefits and comprehensive Total Rewards Program
Skills & Requirements
Must-have
Analyze wills and trust agreements
Support estate and trust account issues
Provide client experience improvements
Identify and escalate business and legal risks
Develop relationships with business partners
Stay current on estate and trust law
Nice-to-have
Interest in trust designation attainment
Bilingual in English and French
Ability to work independently and in teams
Strong interpersonal and communication skills
Time management and problem-solving skills
Key Requirements
University degree or equivalent
3+ years experience in estate and trust industry or legal training
Willingness to learn common law estate and trust principles