Will And Estate Consultant

Royal Bank of Canada

Montréal, Canada
Base: not specified; bonus/equity: commissions + b...
Client interview and counseling
Bilingual communication in english and french
Collaboration with investment advisors
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

Job Summary

  • 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.
  • You will carry out client interview sessions, create comprehensive summary letters, and proactively identify new business and referral opportunities for RBC Financial Group.
  • RBC offers a comprehensive Total Rewards Program including bonuses and flexible benefits, a world-class training program, and the opportunity to work in a dynamic, collaborative, and high-performing team.

Matching Summary

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.

Salary

Base: Not specified; Bonus/Equity: Commissions and bonuses; Benefits: Flexible benefits and stock where applicable

Skills & Requirements

Must-have

  • Client interview and counseling
  • Bilingual communication in English and French
  • Collaboration with investment advisors
  • Knowledge of Canadian estate planning legislation
  • Relationship building with estate planning professionals

Nice-to-have

  • Estate and trust administration experience
  • Insurance planning and solutions knowledge
  • Cross-border estate law knowledge
  • STEP membership
  • Participation in client seminars

Key Requirements

  • Canadian Law Degree
  • Member of Quebec Board of Notaries or Canadian Bar Association
  • Minimum 5 years experience in wills, estate & trust administration
  • Advanced knowledge of Canadian legislation and tax rules
  • Valid driver’s license
  • Bilingualism in English and French

Work Rights

Not specified

Tailored Resume

Cover Letter