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Will & Estate Consultant, RBC Wealth Management

RBC

This is a Full-time position in Toronto, ON posted October 31, 2018.

What is the opportunity?

As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.

 

The person will be based in Greater Toronto Region (must be willing to regularly travel throughout the province of Ontario)

 

What will you do?

  • Carry out client interview sessions
  • Create comprehensive summary letters for clients recapping advice discussed in the session
  • Participate with advisors in client / prospect seminars.
  • Stay current relative to pertinent legislation, policy and risk management issues.
  • Develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group.
  • Proactively identify new business and referral opportunities for RBC Financial Group where appropriate.
  • Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter.
  • Maintain and report an accurate and complete record of activities and results.
  • Work with advisors in  identifying appropriate opportunities
  • Follow through and co-ordinate any actions that come out of the interview process (i.e. various internal and external consultants.)
  • Stay current on the business unit’s strategy and client offerings

 

What do you need to succeed?

Must have:

  • Canadian Law Degree and called to the bar in at least one Canadian province or territory.
  • A minimum of 5 years’ experience, and advanced knowledge of Canadian legislation including planning of wills, estate & trust administration; and related tax rules and planning opportunities.
  • Good knowledge of various insurance products as estate planning tools.
  • Advanced knowledge of common law related to wills, estates and trusts
  • Excellent written, verbal and electronic communication skills.
  • Valid driver’s license

​​​​​​​Nice to have:

  • Estate and Trust experience
  • Knowledge of Insurance Planning and Solutions
  • STEP membership

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Ability to make a difference and lasting impact  

 

 

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We employ approximately 78,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 39 other countries. For more information, please visit rbc.com.

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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

 

 

JOB SUMMARY

City:  Toronto 
Address:  Downtown Toronto 
Work Hours/Week:  37.5 
Work Environment:  Office 
Employment Type:  Permanent 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salaried 
Required Travel (%):  0-25 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Job Posting End Date:  11/12/2018 
Req ID:  159607

Posting Notes:  

Skills Required

  • Education level: None
  • Work experience (years): None

Package

Salary: N/D