22 Oct
|
Royal Bank of Canada
|
Langley
22 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 recent 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