Embark on a rewarding career as a Will and Estate Consultant with Royal Bank of Canada in Montréal. This full time role demands robust 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 recent business opportunities, and fostering a cooperative work workplace. 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 new 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