Full time

Will and Estate Consultant

Posted by 0000050339 Royal Trust Corporation of Canada • March 23, 2026

📍 Montreal, Quebec, Canada

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Description

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 a...
            

Job Details

Location Montreal, Quebec
Job Type Full time
Category Business Operations Specialists
Posted March 23, 2026
Deadline May 02, 2026

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