Elevate client service as a Will & Estate Consultant with RBC in Guelph, Canada. Collaborate with Investment Advisors to enhance integrated wealth management strategies for diverse clientele.
In this full time opportunity, you will engage with clients, conduct interviews, and create summary letters detailing relevant estate planning advice. You'll actively participate in seminars, building relationships with estate planning professionals, while staying informed on legislative changes and risks impacting your practice. Your expertise will enable you to identify new business opportunities and maintain collaboration across RBC Financial Group.
Key Responsibilities:
• Conduct client interview sessions and summarize advice given




• Collaborate with advisors during client seminars
• Stay updated on legislation and risk management issues
• Identify new referral opportunities for RBC
• Maintain accurate records of activities and outcomes
Requirements:
• Must possess a Canadian Law Degree
• Member of Quebec Board of Notaries or Bar Association
• At least 5 years of relevant experience
• Strong knowledge of insurance products and tax planning
• Valid driver’s license
Utilize your estate planning expertise to enhance client services at RBC in Guelph.
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📌 Wealth Management Will Consultant in Guelph
🏢 Clearlegaljobs.com
📍 Guelph