Rbc
Wealth Management
Will&EstateConsultant
“Will & Estate Consultant at Rbc. Skills: Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services. 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 ext”
What You'll Achieve.
Proactively identify new business and referral opportunities for RBC Financial Group where appropriate; Follow through and co-ordinate any actions that come out of the interview process
Industry & Context.
Group Problem Solving
Valid driver’s license
What They're Looking For.
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 and related tax rules and planning opportunities, Fluency in English and Cantonese and/or Mandarin (spoken proficiency required at a business level), 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
Knowledge of Civil Law, Knowledge in Cross Border Planning, Estate and Trust experience, Knowledge of Insurance Planning and Solutions, STEP membership
What You'll 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.
various internal and external consultants.
), Stay current on the business unit's strategy and client offerings.
How You'll Work.
Team & Collaboration
Foster a cohesive working environment across RBC Financial Group to facilitate the seamless delivery of service to clients they encounter; Participate with advisors in client / prospect seminars
Communication Scope
Excellent written, verbal and electronic communication skills; Multi-Level Communication
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