Job Description
Advance your career as a Senior Will & Estate Consultant with RBC in Guelph, Canada. This role integrates your legal expertise with wealth management strategies for clients.
As part of Wealth Management Services, you will leverage your Canadian Law degree and extensive estate planning experience to work with Investment Advisors. You’ll deliver expert consulting services while maintaining a strong focus on fostering relationships within the estate planning community. Your proactive identification of business opportunities will enhance service delivery for clients, ensuring their estate plans align with goals and regulations.
Key Responsibilities:
• Perform comprehensive client interviews and summarizations
• Develop relationships with estate planning professionals
• Stay informed on relevant legal and risk issues
• Recognize and act on new business opportunities
• Maintain detailed records of all activities
Requirements:
• Canadian Law Degree and relevant memb...
As part of Wealth Management Services, you will leverage your Canadian Law degree and extensive estate planning experience to work with Investment Advisors. You’ll deliver expert consulting services while maintaining a strong focus on fostering relationships within the estate planning community. Your proactive identification of business opportunities will enhance service delivery for clients, ensuring their estate plans align with goals and regulations.
Key Responsibilities:
• Perform comprehensive client interviews and summarizations
• Develop relationships with estate planning professionals
• Stay informed on relevant legal and risk issues
• Recognize and act on new business opportunities
• Maintain detailed records of all activities
Requirements:
• Canadian Law Degree and relevant memb...