Will and Estate Consultant
$130k - $140k par annéeRoyal Bank of Canada
Job Description
What is the opportunity?
As an integral member of Wealth Management Services, your role as a Will & Estate Consultant is to work with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to deliver a level of integrated wealth management that previously was only available to the most affluent families.
What will you 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.e. various internal and external consultants.)
Stay current on the business unit's strategy and client offerings
What do you need to succeed?
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 administration; and related tax rules and planning opportunities.
Good knowledge of various insurance products as estate planning tools.
Advanced knowledge of common law related to wills, estates and trusts
Valid driver’s license
Nice to have:
Estate and Trust experience
Knowledge of Insurance Planning and Solutions
STEP membership
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual:
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
A world-class training program in financial services
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact
The expected salary range for the above position is $130,000 - $140,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This position may be eligible to receive a discretionary/variable incentive payment."
Job Skills
Additional Job Details
Address:
8411 200 ST:LANGLEYCity:
LangleyCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2025-07-30Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
- ...and capable lawyer to join our firm and practice in the area of estate law . We are a boutique family law firm located in beautiful... ...own skillset into family law litigation. The ideal candidate will be confident working independently while also collaborating with...SuggéréTemps plein
- ...members. Reporting to the President, the Vice President, Real Estate is responsible for leading Pattison Food Group’s real estate... ...to build trusted relationships internally and externally. You will be responsible for Leading the company’s real estate strategy...SuggéréContrat Longue DuréeRelocation
$120k par année
...significant residential community developments in the Fraser Valley and will be developed over multiple decades. We are seeking a Director of... ...years of progressive finance or accounting experience ~ Real estate development, land development, construction, or real estate...SuggéréContrat Longue DuréeStageTravail au bureau- ...Position Overview Mercedes-Benz Langley is seeking a Sales Consultant to join our dynamic sales team. Reporting to the Sales Manager,... ...to departmental performance goals. The Sales Consultant will represent Dilawri’s commitment to exceptional guest experience,...SuggéréContrat Longue DuréeTemps plein
$80k - $100k par année
...rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific,... ...damage during emergencies or disasters will be highly valued. This includes knowledge... ...Provide technical direction to other consultants, interacting and supporting their files....SuggéréTemps pleinTravail à distanceHoraires flexibles$90k - $120k par année
...differently! Yes, our business is engagement rings, but at the heart of it all we are a professional sales organization. As a Diamond Consultant you lead our customers through our unique Spence Experience. Reporting to the Store Director, you are the product expert who our...Temps pleinStagePoste rotatifTravail le week-endÉquipe de l'après-midiTravail de la semaine$36k - $44k par année
...is a people-first company, and we recognize that our jewellery consultants are every bit as dynamic and brilliant as the jewellery we offer... ...members! Do you thrive on building personal relationships that will last a lifetime? Join our team today to help our customers celebrate...Temps pleinTemps partielEmploi saisonnierHoraires flexiblesÉquipe de nuitTravail le week-end- ...established, well-respected, and busy law firm client, based in Langley, British Columbia! The ideal candidate will have at least 5 years of post-call business and real estate law experience. This is a fulltime and onsite position at the law firm's office in Langley, British...Temps pleinTravail au bureau
$100k par année
...passionate Project Architect to complement our Langley office. You will provide design leadership on various projects and assist as a... ...and construction documentation Coordinate with project consultants (ie. electrical, mechanical, structural) Resolve complex design...StageTravail au bureau$200k - $220k par année
...the holding company, the appointed CEO for Atlas Sign & Awning will provide strategic and operational leadership across all facets of... ...the US. Collectively our firm is lead by a staff of more than 35 Consultants and Associates with expertise and specialization in 11 major...Taux horaireContrat Longue DuréeTravail au bureau- ...time, on budget, and to a high standard. The successful candidate will report directly to the Director of Construction and work closely with our Site Superintendent, Project Coordinator, consultants, trades, suppliers, and clients. While the immediate project is a...Contrat Longue DuréeTemps pleinСontratPour les contractantsTravail au bureauZone localeRecrutement immédiatPériode d'essai
$80k par année
...financial performance throughout the construction lifecycle. Many people will spend their lives in a Marcon home, so we have to build it right, every time. Founded in 1985, Marcon is an established real estate company specializing in acquiring, developing, building and managing...Contrat Longue DuréePour les contractantsTravail au bureau$180k par année
...Many people will spend their lives in a Marcon home, working in a Marcon building, or visiting a Marcon community. That’s a responsibility... ...and stakeholder management capability ~ Experience within real estate development, construction, or related industries is considered an...Contrat Longue DuréeСontratTravail au bureauTravail à domicile- ...Advisor for Renewable Energy Companies. In this volunteer role, you will champion the efforts of the Asociación Hondureña de Energía... ...Support the partner organization in the free, prior, and informed consultation (CPLI) process by facilitating workshops with the private sector...Emploi permanentZone localeVisa gratuit
$45 par heure
...the operations of the Pharmacy while on duty, including providing consultation to both customers and health care providers, practice to full... ...maintain Workflow Queues on a daily basis Regular review of ‘will call’ bins, in accordance with established Standard Operating Procedures...Taux horaireZone localeHoraires flexibles$75k par année
...support specification-driven sales cycles. The Marketing Manager will lead day-to-day campaign execution, partner closely with the... ...Representatives, supporting architect, developer, builder, and consultant engagement. Execute targeted outreach campaigns supporting Lunch...FreelanceTravail manuelTravail au bureau$70k - $80k par année
...meetings as needed Develop and/or update job descriptions in consultation with Operations and Compensation administrator Post vacancies... ...employment references and background checks Whatever Your Role, You Will Make a Difference Here. Knowledgeable - Demonstrated...StageTravail au bureauHoraires flexibles$18.25 par heure
...customer service. Provide a welcomed environment for guests and beauty consultants Share your passion. With the help of your proven experience... ...prioritizes diversity, equity and inclusion because we know it will make our company a better place to work and shop. We are...Taux horaireEmploi permanentTemps pleinTravail temporaireStageHoraires flexibles$79.73k par année
...for providing comprehensive human resource consulting services to a designated portfolio of... ...this role supports client operational and consultative activities focusing on HR management functions... ...issues and accomplish objectives that will benefit the KPU community. Salary...Contrat Longue DuréeTemps pleinTravail temporaireTemps partiel$114k par année
...service interruptions related to plant systems and operations. Support will include installing and troubleshooting computers, printers,... ...issues based on sound judgement, experience, and discretion. Consults with users to help determine software, hardware, and network utilization...Travail au bureauÉquipe de nuit$19.9 - $21.9 par heure
...are a top priority with all of our roles and sites. We continue to consult with medical and health experts, and take all recommended... ...team that is the first stop on the journey from the warehouse. You will be sorting, scanning, and stacking packages on pallets, helping to...Taux horaireTemps pleinTemps partielEmploi saisonnierRecrutement immédiatHoraires flexiblesTravail postéÉquipe de nuitTravail le week-endÉquipe de l'après-midiÉquipe du matin$18.45 - $21.55 par heure
...showroom upkeep, and supporting the Sales Consultants and Management. Most importantly you... ...excellent time management skills and are willing to embrace a structured process You have... ...successful candidates starting pay rate will be determined based on job-related skills...Taux horaireTravail le week-end3 jours par semaine$72.8k par année
...and Control (PAC) products and services (with a focus on PI) to new and existing customers. They will be responsible for calling on end users, OEMs, system integrators, consulting engineers, and our own branch network to provide technical presales/postsales assistance as...Emploi permanentTravail au bureau- ...personalization options. ~Assists stylists in closing sales by consulting with customers regarding gown fit and customization. ~... ...employees assigned to this job. Actual duties and responsibilities will vary. The standard base pay range for this role is posted at a minimum...Contrat Longue DuréeStage
$55k - $62k par année
...quotes, and material lists using proprietary design software. Consults with roof truss plants, lumber dealers, architects, engineers or... ...aspects of the selection process. We thank you for your interest; however, only those selected for an interview will be contacted....Emploi permanentTemps plein- ...International Students: If your work authorization is through CPT, please consult your school on your ability to work 40 hours per week before... ...must be able to work 40 hours per week on-site. Many students will be limited to part-time during the academic year. The...Temps pleinTemps partielTravail d'étéStage
- ...Public Sector, or Healthcare environments. The ideal candidate will oversee large-scale transformation programs, manage executive stakeholders... ...-growing staffing firms providing technology, professional, and consulting services across multiple industries. We offer competitive...
- ...BFSI, Public Sector, or Telecom environments. The ideal candidate will lead DevOps initiatives and support enterprise modernization... ...-growing staffing firms providing technology, professional, and consulting services across multiple industries. We offer competitive compensation...
- ...Public Sector, or Healthcare environments. The ideal candidate will lead product strategy, manage complex initiatives, and drive delivery... ...-growing staffing firms providing technology, professional, and consulting services across multiple industries. We offer competitive...
- ...BFSI, Public Sector, or Telecom environments. The ideal candidate will provide technical leadership and support large-scale... ...-growing staffing firms providing technology, professional, and consulting services across multiple industries. We offer competitive compensation...
Voulez-vous recevoir plus d'offres d'emploi ?
S'abonner et recevoir des offres d'emploi similaires à Will and Estate Consultant. Soyez parmi les premiers à postuler !
- senior advisor Langley, BC
- program evaluation consultant Langley, BC
- customs consultant Langley, BC
- integration consultant Langley, BC
- construction consultant Langley, BC
- communications consultant Langley, BC
- conseiller Langley, BC
- advisor Langley, BC
- communications advisor Langley, BC
- network consultant Langley, BC
