Embark on a rewarding career as a Will and Estate Consultant with Royal Bank of Canada in Montréal. This full-time role demands strong client counseling and estate planning expertise. As a Will and Estate Consultant, you will engage with clients directly while collaborating with estate planning professionals at RBC Financial Group.

This position emphasizes maintaining comprehensive summaries, identifying new business opportunities, and fostering a collaborative work environment. You will also stay updated on legislation and contribute to seminars aimed at enhancing client relationships. Key Responsibilities:

- Conduct client interview sessions and prepare summary letters
- Engage with advisors in client and prospect seminars




- Identify recent business opportunities for RBC Financial Group
- Maintain accurate records of activities and results
- Coordinate actions following client interviews Requirements:
- A Canadian Law Degree and membership with Quebec Board of Notaries
- Minimum of 5 years' experience in wills and estate planning
- Advanced knowledge of Canadian legislation and tax rules
- Fluent in English and French
- Knowledge in cross-border estate law and insurance planning Bring strong client counseling, estate planning knowledge, and proactive engagement to make a lasting impact at RBC in Montréal.

📌 Estate Consultant at Royal Bank of Canada (Montreal)
🏢 Tobermory
📍 Montreal