Estate & Will Consultant — Flexible Wealth Planning (Courtice)

Estate & Will Consultant — Flexible Wealth Planning (Courtice)

18 Aug
|
RBC Financial Group
|
Courtice

18 Aug

RBC Financial Group

Courtice

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 opportunities, and help advisors provide comprehensive solutions. A dynamic team setting and growth in estate planning opportunities are offered.#J-18808-Ljbffr

📌 Estate & Will Consultant — Flexible Wealth Planning (Courtice)
🏢 RBC Financial Group
📍 Courtice

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