Wealth Estate Advisor
Core
Guide clients through estate planning and administration, including creating wills, trusts, and powers of attorney, while managing family dynamics during difficult times.
Role type
Senior estate planning advisor (legal)
Builds
Comprehensive estate plans and legal documents for individuals and families
Domain
Wealth management / Estate law
Required skills
Law degree, Law Society of British Columbia membership, TEP designation, estate planning instruments knowledge, client counseling, long-term planning
Preferred skills
Estate and trust administration experience, Canadian Securities Course (CSC)
Responsibilities
Develop and present estate planning guides, take inventory of estate assets, create and update individual estate plans, educate clients on estate planning instruments
Seniority
Senior, hands-on IC