Estate Planning Consultant at RBC

Join RBC as a Will & Estate Consultant, collaborating with Investment Advisors to provide key estate planning services. Your expertise will shape comprehensive strategies for clients in Guelph, Canada.

This full-time role is central to Wealth Management Services, requiring advanced knowledge in Canadian estate law and a Canadian Law Degree. You will engage in client interviews, develop professional relationships, and stay updated on relevant legislation affecting estate planning and taxation. Proactively identifying business opportunities will enhance our service delivery and client satisfaction.

Key Responsibilities:
• Conduct detailed client interviews and summarize advisory sessions
• Collaborate with colleagues in client seminars and presentations
• Identify and report on business and referral opportunities
• Maintain clear records of client interactions and results
• Coordinate actions following client interviews with various...