Step into a rewarding role as a Senior Will & Estate Consultant at RBC Wealth Management Services. You will collaborate with Investment Advisors to provide premier consulting services to clients focused on will and estate planning.
In this integral role, you will lead client interviews and draft comprehensive summaries reflecting the advice given. Your collaboration with both advisors and outside estate planning professionals will ensure clients receive optimal service. Staying informed about key legislation and identifying business prospects will be critical to your success.
Key Responsibilities:
• Execute client interviews and create summary letters
• Engage in client seminars with advisors
• Uncover recent business and referral opportunities
• Maintain complete records of client activities
• Co-ordinate follow-up actions from interviews
Requirements:
• Canadian Law Degree is essential
• Member of the Quebec Board of Notaries or Bar Association
• At least 5 years’ relevant experience
• Advanced knowledge of wills and estate laws
• Valid driver's license
Bring your extensive legal knowledge to RBC and make significant contributions to client estate planning.
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📌 Senior Will & Estate Consultant At Rbc Ontario (Canada)
🏢 RBC
📍 Canada
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