0000050599 RBC Dominion Securities Inc.
Will & Estate Consultant at RBC
Job Description
Elevate your career with RBC as a Will & Estate Consultant, collaborating with Investment Advisors and providing expert consulting services. Your insights will transform how clients manage their wealth.
RBC's Wealth Management Services is seeking a Will & Estate Consultant to facilitate integrated wealth strategies. You will partner with advisors to deliver tailored consulting and foster relationships with legal and tax experts. This position requires staying updated on relevant legislation, creating comprehensive client summaries, and proactively identifying business opportunities.
Key Responsibilities:
• Conduct client interviews and summarize advice given
• Collaborate in client seminars with investment advisors
• Maintain relationships with estate planning professionals
• Identify new business and referral opportunities
• Report and maintain accurate activity records
Requirements:
• Canadian Law Degree
• Member of Quebec Board of Notaries or Bar Associ...
RBC's Wealth Management Services is seeking a Will & Estate Consultant to facilitate integrated wealth strategies. You will partner with advisors to deliver tailored consulting and foster relationships with legal and tax experts. This position requires staying updated on relevant legislation, creating comprehensive client summaries, and proactively identifying business opportunities.
Key Responsibilities:
• Conduct client interviews and summarize advice given
• Collaborate in client seminars with investment advisors
• Maintain relationships with estate planning professionals
• Identify new business and referral opportunities
• Report and maintain accurate activity records
Requirements:
• Canadian Law Degree
• Member of Quebec Board of Notaries or Bar Associ...