Advance your career as an Estate Planning Consultant at RBC in Halifax! Focus on client consultations and collaborate with professionals to enhance estate and wealth management strategies.

Join the Wealth Management Services team full-time, where you will conduct interviews, summarize advice for clients, and collaborate closely with advisors. Your role includes staying updated with legislation, facilitating service delivery, and identifying growth opportunities within RBC Financial Group.

Key Responsibilities:
• Conduct in-depth client interviews and summarize discussions
• Engage in seminars and foster industry relationships
• Maintain awareness of legislation and policy changes
• Identify and pursue recent business prospects




• Report accurate records of activities and results

Requirements:
• University Law Degree and provincial bar membership
• Minimum 5 years of experience in estate planning
• Robust knowledge of wills, trusts, and related tax regulations
• Valid driver's license; experience in insurance planning preferred
• Understanding of cross-border estate law is a bonus

Utilize your expertise in estate planning to support clients through RBC’s comprehensive wealth management services.
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📌 Rbc Estate Planning Consultant Halifax Nova Scotia
🏢 RBC
📍 Nova Scotia