Will & Estate Consultant
City : GREATER VANCOUVER, British Columbia, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Job Summary
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.
The role will require travel within Greater Vancouver Area.
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
Excellent written, verbal and electronic communication skills in English
must be able to communicate in English as this role has to communicate with people across the country.
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
Job Description
What is the opportunity?
As a member of the Database Administration team, RBC Global Asset Management (RBC GAM), this role will have overall responsibility for the GAM database platform including system stability, performance, security, availability, and scalability. The successful candidate will provide DBA support to a portfolio of applications across the GAM line of business.
Please Note: This position can be located in Vancouver.
What will you do?
Perform day-to-day database administration tasks and provide support to our internal clients
Complete builds, upgrades and enhancements to maintain the database servers
Actively discuss, review, and recommend technical options and activities with the team
Respond to ad-hoc requests from our internal clients with a high level of customer service
Act as Subject Matter Expert for projects
Troubleshoot performance-related issues and optimize in-house developed application code
Create and maintain system documentation, as per RBC standards and project requirements
Provide after-hours support when needed (planned or on-call)
What do you need to succeed?
Must Have
A degree in Information Technology or Computer Science, or an equivalent combination of education, experience and training.
5+ years of database administration and operational work experience using Microsoft SQL Server (2014/2016/2017/2019)
Effective communication with team members, internal and external clients
Basic to intermediate understanding of T-SQL and the SQL Standard
Strong systematic troubleshooting and problem solving skills
Nice to Have
Microsoft SQL Server 2016 or higher and/or Azure SQL certifications
Knowledge of public cloud (Azure, AWS RDS)
Experience with PowerShell
Experience/knowledge of PostgreSQL, MongoDB, and other database platforms
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
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
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities.
The expected base salary range for this particular position is $80,000- $140,000 -- depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
Job Skills
Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product ServicesAdditional Job Details
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Inclusion 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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