Wealth Management Consultant at Royal Bank (Winnipeg)

Wealth Management Consultant at Royal Bank (Winnipeg)

17 Oct
|
Royal Bank of Canada
|
Winnipeg

17 Oct

Royal Bank of Canada

Winnipeg

Elevate client estate planning with Royal Bank of Canada in Langley, British Columbia, as a Will & Estate Consultant. Advise clients collaboratively with financial teams on wills and tax matters.

This role requires a Law Degree and over five years’ experience in wills, estates, and trusts. As a Will & Estate Consultant, you will engage with Investment Advisors, providing legal insights and creating an inclusive wealth-management approach. Your impact will assist clients previously underserved in advanced planning, promoting respect and collaboration.

Key Responsibilities: • Conduct client interviews and summarize advice given • Attend seminars,



networking with estate planning professionals • Monitor changes in laws and relevant policies • Identify current business opportunities for the Royal Bank • Foster a client service-focused team atmosphere

Requirements: • Law Degree from a Canadian University • Minimum five years of estate and tax planning experience • Thorough knowledge of insurance products for estates • Advanced understanding of common law for wills and trusts • Valid driver’s license and STEP membership

Apply your expertise in estate and trust administration to enrich client experiences at Royal Bank of Canada. #J-18808-Ljbffr

📌 Wealth Management Consultant at Royal Bank (Winnipeg)
🏢 Royal Bank of Canada
📍 Winnipeg

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