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Jobs at Rbc in Canada

Will & Estate Consultant

RBC

Vancouver
On-site
CAD 130,000 - 140,000
Today
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Financial Planning, Investment & Retirement Planner - Peterborough and Kawartha Lakes

RBC

Kawartha Lakes
On-site
CAD 60,000 - 80,000
Yesterday
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Director of Strategy, Commercial Core Banking & Payments

RBC

Toronto
On-site
CAD 120,000 - 160,000
Yesterday
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Associate Director, SWIFT Program & Payments Governance

RBC

Toronto
On-site
CAD 90,000 - 120,000
Yesterday
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Associé(e) Service, Assurance vie, Centre de conseils (bilingue)

RBC

New Brunswick
On-site
CAD 60,000 - 80,000
Yesterday
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Client Advisor

RBC

Strathroy-Caradoc
On-site
CAD 60,000 - 80,000
Yesterday
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Branch Operations Manager- EN

RBC Dominion Securities

Montreal
On-site
CAD 70,000 - 90,000
Yesterday
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Bilingual Field Investigator, Life & Health Claims

0000050824 RBC Life Insurance Company

Montreal
On-site
CAD 60,000 - 80,000
Yesterday
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CMO Maintenance Officer

RBC

Toronto
On-site
CAD 60,000 - 80,000
Yesterday
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Senior Agile Coach and Transformation Lead

0000050823 RBC Insurance Services Inc.

Toronto
On-site
CAD 85,000 - 115,000
Yesterday
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Customer Service Representative (Bilingual French & English) Associate, Life Service

0000050824 RBC Life Insurance Company

Fredericton
On-site
CAD 60,000 - 80,000
2 days ago
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Associate

RBC Dominion Securities

Aurora
On-site
CAD 50,000 - 70,000
2 days ago
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Banking Advisor- EN

RBC

Coaticook
On-site
CAD 60,000 - 80,000
2 days ago
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Banking Advisor

RBC

Quebec
On-site
CAD 40,000 - 60,000
2 days ago
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Portfolio Management Consultant

RBC Dominion Securities

Calgary
On-site
CAD 70,000 - 90,000
2 days ago
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Associé(e) Service, Assurance vie, Centre de conseils (bilingue)

RBC Insurance

Riverview
On-site
CAD 45,000 - 55,000
2 days ago
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Bilingual Field Investigator, Life & Health Claims

0000050824 RBC Life Insurance Company

Quebec
On-site
CAD 60,000 - 80,000
2 days ago
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Senior Manager, Real Estate Governance

RBC

Toronto
On-site
CAD 150,000 - 200,000
2 days ago
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Senior Manager, Third Party Risk Consultant (6 Months Contract)

RBC

Toronto
On-site
CAD 80,000 - 120,000
2 days ago
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Product Manager, Public Websites

0000055341 RBC Financial (Caribbean) Limited

Toronto
Hybrid
CAD 80,000 - 100,000
2 days ago
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Senior Manager, IT Audit

RBC

Toronto
On-site
CAD 100,000 - 140,000
2 days ago
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2026 Winter Student – Analyst, Distribution Analytics

RBC

Toronto
On-site
CAD 80,000 - 100,000
2 days ago
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Director, Learning and Operations, Centralized Testing Group

RBC

Halifax
On-site
CAD 90,000 - 120,000
2 days ago
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Manager, Analytics

RBC

Toronto
On-site
CAD 80,000 - 100,000
2 days ago
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Senior Manager, HR Regulatory Compliance Oversight & Controls

RBC

Toronto
On-site
CAD 100,000 - 130,000
3 days ago
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Will & Estate Consultant
RBC
Vancouver
On-site
CAD 130,000 - 140,000
Full time
Yesterday
Be an early applicant

Job summary

A leading financial institution is seeking a Will & Estate Consultant in Vancouver to provide consulting services for clients and work with investment advisors. Candidates must have a Canadian Law Degree and a minimum of 5 years experience in estate planning and related fields. This role offers competitive compensation between $130,000 - $140,000, and a comprehensive benefits package.

Benefits

Comprehensive Total Rewards Program
World-class training program in financial services
Collaborative high-performing team environment

Qualifications

  • Minimum 5 years’ experience with advanced knowledge of wills, estate & trust administration.
  • Good understanding of various insurance products as estate planning tools.
  • Advanced knowledge of common law related to wills, estates and trusts.

Responsibilities

  • Conduct client interviews and summarize advice.
  • Identify business and referral opportunities for RBC.
  • Maintain accurate records of activities and results.

Education

Canadian Law Degree

Tools

Insurance Products
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.

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
  • 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

The expected salary range for the above position is $130,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment

Job Skills
Additional Job Details

Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

City: Vancouver

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-08-27

Application Deadline: 2025-10-06

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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