Job Description
Shape the future of estate planning with RBC as a Will & Estate Advisor in Toronto. Collaborate with Investment Advisors to provide holistic client-focused estate management solutions.
This role demands a combination of strong legal knowledge and client relationship-building. As part of RBC's Wealth Management Services, you will partner with clients and professionals to optimize their estate plans. Successful applicants will need a Canadian Law Degree, five years of related experience, and fluency in English and Cantonese or Mandarin.
Key Responsibilities:
• Lead comprehensive client interview sessions to gather estate planning needs
• Develop relationships during client seminars and networking events
• Stay updated on legal policy and risk factors impacting planning
• Explore and capitalize on potential business opportunities
• Document all client interactions and follow-up actions thoroughly
Requirements:
• Ca...
This role demands a combination of strong legal knowledge and client relationship-building. As part of RBC's Wealth Management Services, you will partner with clients and professionals to optimize their estate plans. Successful applicants will need a Canadian Law Degree, five years of related experience, and fluency in English and Cantonese or Mandarin.
Key Responsibilities:
• Lead comprehensive client interview sessions to gather estate planning needs
• Develop relationships during client seminars and networking events
• Stay updated on legal policy and risk factors impacting planning
• Explore and capitalize on potential business opportunities
• Document all client interactions and follow-up actions thoroughly
Requirements:
• Ca...