Will & Estate Consultant

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

Join a leading wealth management team as a Will & Estate Consultant. You will work closely with Investment Advisors to provide integrated consulting services, ensuring clients receive expert advice on estate planning and related legal matters. This role requires strong communication skills and a Canadian Law Degree, along with a minimum of 5 years of relevant experience. Enjoy a dynamic work environment with opportunities for professional growth and a comprehensive rewards program.

Benefits

Comprehensive Total Rewards Program

World-class training program

Flexible benefits

Qualifications

• Minimum 5 years’ experience in estate planning and related tax rules.
• Advanced knowledge of common law related to wills, estates, and trusts.

Responsibilities

• Conduct client interviews and create summary letters.
• Identify new business and referral opportunities.
• Maintain accurate records of activities.

Skills

Communication

Client Relations

Education

Canadian Law Degree

Job description

1 week ago Be among the first 25 applicants

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.

Job Summary

Job Description

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 role will require travel within Greater Toronto Area.

What will you do?

• Carry out client interview sessions and create comprehensive summary letters for clients recapping advice discussed in the session
• Participate 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 opportunities
• Follow 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 offerings

What 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 trusts
• Excellent written, verbal and electronic communication skills.
• Valid driver’s license

Nice to have:

• Estate and Trust experience
• Knowledge of Insurance Planning and Solutions
• STEP membership

What’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 applicable
• A world-class training program in financial services
• Work in a dynamic, collaborative, progressive, and high-performing team
• Ability to make a difference and lasting impact

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

Job Skills

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-02-07

Application Deadline:

2025-05-22

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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