Elevate your career as a Will and Estate Consultant with RBC in Halifax. Utilize your legal expertise to assist clients through comprehensive estate planning consultations with Investment Advisors.
As part of the Wealth Management Services, you will engage clients in detailed interviews and collaborate with various estate professionals. This full-time position demands a robust understanding of Canadian legislation, including wills and estate administration, backed by at least 5 years of experience. You will also stay informed about legislative changes and create opportunities for RBC Financial Group.
Key Responsibilities:
• Facilitate client interviews to discuss estate planning
• Attend seminars and nurture professional relationships
• Keep abreast of relevant legislative changes
• Identify referral opportunities to boost business
• Maintain accurate records of client interactions
Requirements:
• Canadian Law Degree essential
• Membership in Quebec Board ...