Advance your career as a Senior Will & Estate Consultant at RBC in Guelph, enhancing clients' wealth management strategies. Collaborate with Investment Advisors to deliver expert estate planning advice.
The ideal candidate will possess a Canadian Law Degree and a minimum of five years in estate planning, leveraging your knowledge to create significant client relationships. You will conduct interviews, develop comprehensive estate strategies, and ensure compliance with current tax legislation. Your role will also include proactive identification of growth opportunities within the financial group.
Key Responsibilities:
• Facilitate client interviews and provide summary documentation
• Represent RBC in seminars and foster professional relationships
• Proactively identify business development opportunities
• Keep detailed records of client strategy and outcomes
• Coordinate consultant action plans post-interviews
Requirements:
• Canadian Law Degree and membership...