Job Summary
Fournir des services-conseils aux agents et agentes et aux particuliers clients sur la façon de préparer un plan de liquidation d'une succession et de l'administrer au moyen de testaments, de fiducies, de dons, de procurations et d'autres instruments de planification de succession.
S'appuyer sur son expérience et un ensemble éprouvé de pratiques, de connaissances et d'aptitudes pour réaliser différentes affectations.
Job Description
What is the opportunity?
As a Will and Estate Advisor, you are the rock in a client family's relationship during one of the most difficult, stressful, and emotional times in their lives.
From guiding heirs and beneficiaries through a departed loved one's estate plan to navigating family dynamics, the work you do is intimate and critical.
Your purpose-driven work will include the acquisition of new Wills and Powers of Attorney documents appointing Royal Trust in a fiduciary capacity.
As part of the Royal Trust team, you'll develop strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.
Role may be based out of Regina or Saskatoon*
What will you do?
- Developing and presenting an overall estate planning and review guide for agents, groups and individuals; educating them on relevant subtleties.
- Providing a process to take inventory, record estate assets, clarify individual planning goals, needs and desired outcomes.
- Creating, reviewing, and periodically updating individual estate plans; providing ongoing recommendations to improve estate planning processes and practices.
- Educating and helping to select appropriate estate planning instruments (e.g., wills, trusts, gifts, power of attorney, property ownership, tenancy, second-to-die policies, and other estate planning instruments), interpreting their pros / cons and applicability to individual situations.
What do you need to succeed?
Must-have
- Law degree and be a member of the Law Society of Saskatchewan
- Possess or working towards TEP designation
- At least 1-3 years of related experience
Nice-to-have
- Previous experience or general knowledge of estate and trust related administration
- Completion of the Canadian Securities Course (CSC)
What's in it for you?
Your job is to support our clients. Our job is to take care of you. From modern and flexible benefits to unique employee discounts, we offer a variety of tools to make work and life better.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
WMRT
Job Skills
Consulting, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services
Additional Job Details
Address :
REGINA MAIN BRANCH, 2010 11 AVE : REGINA
City : REGINA
REGINA
Country : Canada
Canada
Work hours / week : 37.5
37.5
Employment Type : Full time
Full time
Platform : WEALTH MANAGEMENT
WEALTH MANAGEMENT
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-07-31
2024-07-31
Application Deadline :
2024-09-28
I nclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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