Be part of a dynamic team as a Will & Estate Consultant at RBC in Guelph, offering tailored estate planning solutions. Work alongside Investment Advisors to enhance client wealth management.
This position demands a Canadian Law Degree and over five years of experience in wills and trusts, providing you the chance to engage directly with clients. You'll organize seminars, maintain relationships with estate planning professionals, and keep abreast of legal trends affecting our clients. Your proactive approach will create new referral opportunities within RBC Financial Group.
Key Responsibilities:
• Host client interviews and deliver detailed advisory letters
• Support advisors in presentations and relationship building
• Identify new business and referral opportunities
• Maintain accurate records of client services
• Collaborate with internal and external estate planning professionals
Requirements:
• Canadian Law Degree and relevant professional designation
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