Estate & Will Consultant — Flexible Wealth Planning Ontario

Estate & Will Consultant — Flexible Wealth Planning Ontario

18 Aug
|
RBC
|
Ontario

18 Aug

RBC

Ontario

RBC Wealth Management Services seeks a Will & Estate Consultant to partner with Investment Advisors, delivering integrated wealth planning for clients. You will support clients through interviews, prepare summary letters, and coordinate with tax and legal professionals to implement estate plans.
You’ll stay updated on relevant legislation, identify prospects, and help advisors provide comprehensive solutions. A agile team workplace and growth in estate planning opportunities are offered.
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📌 Estate & Will Consultant — Flexible Wealth Planning Ontario
🏢 RBC
📍 Ontario

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