Job Description
Explore a rewarding career as a Will and Estate Consultant with RBC in Halifax, Canada. Collaborate with Investment Advisors and provide expert consulting services to clients requiring estate planning.
As part of the Wealth Management Services team at RBC, you will leverage your Canadian Law Degree and minimum 5 years of experience to create comprehensive strategies for clients. Your role involves conducting client interviews, developing relationships with estate planning professionals, and staying informed on relevant legislation. You will proactively identify business opportunities while ensuring exceptional client service delivery.
Key Responsibilities:
• Conduct client interview sessions and summarize advice provided
• Collaborate with advisors in client seminars and networking
• Update knowledge on legislation and risk management
• Identify new business opportunities for RBC Financial Group
• Maintain detailed activity records and follow-up actions
Requirem...
As part of the Wealth Management Services team at RBC, you will leverage your Canadian Law Degree and minimum 5 years of experience to create comprehensive strategies for clients. Your role involves conducting client interviews, developing relationships with estate planning professionals, and staying informed on relevant legislation. You will proactively identify business opportunities while ensuring exceptional client service delivery.
Key Responsibilities:
• Conduct client interview sessions and summarize advice provided
• Collaborate with advisors in client seminars and networking
• Update knowledge on legislation and risk management
• Identify new business opportunities for RBC Financial Group
• Maintain detailed activity records and follow-up actions
Requirem...
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