Royal Bank of Canada
Job title:
Will & Estate Consultant | Conseiller(-ère) en planification successorale et testamentaire
Company
Royal Bank of Canada
Job description
Résumé du travailDescription du posteWhat 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.What will you do?Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the sessionParticipate 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 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 opportunitiesFollow 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 offeringsWhat 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 trustsExcellent written, verbal and electronic communication skills in English and French must be able to communicate in English as this role has to communicate with people across the country.Valid driver’s licenseNice to have:Estate and Trust experienceKnowledge of Insurance Planning and SolutionsSTEP membershipWhat’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 applicableA world-class training program in financial servicesWork in a dynamic, collaborative, progressive, and high-performing teamAbility to make a difference and lasting impactCompétences professionnelles Besoins du client, Communication multiniveaux, Consultation, Gestion du service à la clientèle, Group Problem Solving, Planification à long terme, Service à la clientèle, Services produitsDétails supplémentaires de l’emploiAdresse :Ville :Pays :Nombre d’heures de travail par semaine : 0Type d’emploi : temps pleinSecteur d’activité : Gestion de patrimoineType de fonction : RégulierType d’échelle salariale : SalariéDate d’affichage : 2024-05-21Date limite des candidatures : 2024-06-28Inclusion et équité en matière d’emploiÀ RBC, nous favorisons la diversité et l’inclusion pour stimuler l’innovation et la croissance. Nous nous engageons à bâtir des équipes inclusives et un milieu de travail équitable pour que nos employés puissent être entièrement eux-mêmes au travail. Nous agissons contre les inégalités et les biais systémiques afin de soutenir notre clientèle, nos collectivités et notre effectif diversifiés.Nous veillons également aux questions d’accessibilité pour nos employés éventuels ayant des capacités différentes. Veuillez communiquer avec nous si vous avez besoin d’aménagements pendant le processus de recrutement.Joignez-vous à notre communauté de talentsTenez-vous au courant des formidables perspectives de carrière offertes à RBC. Inscrivez-vous et recevez des renseignements sur les plus récentes offres d’emploi et les activités de recrutement qui vous intéressent, de même que des conseils en matière de gestion de carrière.Repoussez vos limites et bâtissez un nouvel avenir à RBC. Découvrez comment nous mettons notre passion et notre motivation au service du bien-être des clients et des collectivités à .
Expected salary
Location
Quebec City, QC
Job date
Fri, 24 May 2024 05:44:52 GMT
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