18 Oct
|
Royal Bank of Canada
|
Langley
18 Oct
Royal Bank of Canada
Langley
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.
📌 Wealth Management Consultant at Royal Bank (Langley)
🏢 Royal Bank of Canada
📍 Langley