What is the opportunity?As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.Job DescriptionAs an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.What will you do?Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the sessionParticipate with advisors in client / prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial GroupStay current relative to pertinent legislation, policy and risk management issuesProactively identify new business and referral opportunities for RBC Financial Group where appropriateFoster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounterMaintain and report an accurate and complete record of activities and resultsWork with advisors in identifying appropriate opportunitiesFollow through and co-ordinate any actions that come out of the interview process (i.E.



various internal and external consultants.)Stay current on the business unit's strategy and client offeringsWhat do you need to succeed?Must haveCanadian Law DegreeMember of the Quebec Board of Notaries or Member of the Bar Association from at least one Canadian province (or equivalent)A minimum of 5 years’ experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunitiesGood knowledge of various insurance products as estate planning toolsAdvanced knowledge of common law related to wills, estates and trustsValid driver’s licenseNice to haveEstate and Trust experienceKnowledge of Insurance Planning and SolutionsKnowledge in cross-border estate lawSociety of Trust and Estate Practitioners (STEP) membershipWhat’s in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.A comprehensive Total Rewards Program including bonuses and flexible perks, competitive compensation, commissions, and stock where applicable.Leaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impact.Work in a dynamic, collaborative, progressive, and high-performing team.Flexible work/life balance options.Opportunities to do challenging work.Opportunities to take on progressively greater accountabilities.Access to a variety of job opportunities across business.Job SkillsClient Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job DetailsAddressROYAL

📌 Will & Estate Consultant (Toronto)
🏢 RBC
📍 Toronto