Royal Bank of Canada·11 days ago
11 days ago
Wealth Estate Advisor
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What you'll do
- Guiding clients through complex estate planning and asset management
- Develop and present estate planning guides
- Educate on relevant instruments
- Support clients in making informed decisions
What they're looking for
- law degree
- strong background in estate and trust administration
- experience in estate planning and asset management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Take on the role of Wealth Estate Advisor, guiding clients through complex estate planning and asset management. Develop and present estate planning guides, educate on relevant instruments, and support clients in making informed decisions. Ideal for experienced professionals with a law degree and a strong background in estate and trust administration.
Skills
- estate planning
- wills administration
- trust administration
- power of attorney
- client counseling
- estate planning instruments
- legal research
- talent evaluation
- group problem solving
- long term planning
- customer service management
- product services
- canadian securities course
- multi-level communication
- client needs assessment
- estate planning process improvement
- relationship building
Company
Royal Bank of Canada
MISSISSAUGA, Canada
Company facts come from this company's own listings. We only show what the postings themselves carry.