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Will & Estate Consultant, RBC Wealth Management

RBC

This is a Full-time position in Toronto, ON posted November 1, 2018.

What 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.

 

The person will be based in Greater Toronto Region (must be willing to regularly travel throughout the province of Ontario)

 

What will you do?

  • Carry out client interview sessions
  • Create comprehensive summary letters for clients recapping advice discussed in the session
  • Participate with advisors in client / prospect seminars.
  • Stay current relative to pertinent legislation, policy and risk management issues.
  • Develop and maintain relationships with other estate planni

Skills Required

  • Education level: None
  • Work experience (years): None

Package

Salary: N/D