Will & Estate Consultant

Job Description

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.

Responsibilities

• Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session.
• Participate with advisors in client/prospect seminars and develop and maintain relationships with other estate planning professionals both internal and external to RBC Financial Group.
• Stay current relative to pertinent legislation, policy and risk management issues.
• Proactively identify new business and referral opport...