Estate Planning Associate (Financial Security Advisor)
About the role
Job Description
As an Estate Planning Associate, you will be responsible for providing financial security advice to clients, helping them to plan their estate and manage their financial future. You will work closely with clients to understand their needs and develop tailored solutions.
Main Responsibilities
- Provide expert advice on estate planning and financial security.
- Develop and maintain client relationships.
- Analyze clients' financial situations and recommend appropriate strategies.
- Collaborate with other financial advisors and professionals to deliver comprehensive solutions.
Required Qualifications
- Proven experience in financial advisory or estate planning.
- Strong communication and interpersonal skills.
- Ability to analyze financial data and provide actionable insights.
Preferred Qualifications
- Relevant certifications in financial planning or estate management.
- Experience in a client-facing role within the financial services industry.
Additional Information
- This position is available in multiple locations across Quebec, including Montréal, Gatineau, and others.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
http://rbc.com/legalstuff.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
https://www.rbc.com/conditions-dutilisation/
Estate Planning Associate (Financial Security Advisor)
About the role
Job Description
As an Estate Planning Associate, you will be responsible for providing financial security advice to clients, helping them to plan their estate and manage their financial future. You will work closely with clients to understand their needs and develop tailored solutions.
Main Responsibilities
- Provide expert advice on estate planning and financial security.
- Develop and maintain client relationships.
- Analyze clients' financial situations and recommend appropriate strategies.
- Collaborate with other financial advisors and professionals to deliver comprehensive solutions.
Required Qualifications
- Proven experience in financial advisory or estate planning.
- Strong communication and interpersonal skills.
- Ability to analyze financial data and provide actionable insights.
Preferred Qualifications
- Relevant certifications in financial planning or estate management.
- Experience in a client-facing role within the financial services industry.
Additional Information
- This position is available in multiple locations across Quebec, including Montréal, Gatineau, and others.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
http://rbc.com/legalstuff.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
https://www.rbc.com/conditions-dutilisation/