Estate Planning Associate Jobs

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Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title

Estate Planning Associate

What is the opportunity?

You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and support for servicing of in-force policies. Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning Specialist. This is a two year contract position with a hybrid work arrangement.

What will you do?

• Ensure new applications are processed in our internal system and sent to the carrier
• Manage pending cases and take the appropriate actions to oversee the completion of the case
• Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficiently
• Preparation of materials (Insurance Application(s) and accompanying documents, internal point of sale documentation, illustrations and concepts) for EPS meetings with prospects and clients.
• Support and maintenance of an Inforce Service program
• Preparing quotations on various Insurance products
• Provide exceptional client service
• Design and implement marketing initiatives through social media using internal platforms and externally, i.e. linkedin

What do you need to succeed?

Must-have

• Strong Microsoft office and Excel skills
• Excellent client service skills
• Knowledge of Life and Living Benefits insurance products
• Life Insurance Licensed, LLQP
• Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
• Experience with meeting tight deadlines & set priorities; ability to work independently

Nice-to-have

• Experience servicing high net worth clients
• Experience with marketing programs to build business social awareness
• Post-secondary degree considered an asset

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
• Ability to make a difference and lasting impact
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team

Job Summary

Address:

NEWMARKET, Ontario, Canada

City:

CAN-ON-NEWMARKET

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2023-06-12

Application Deadline:

2023-07-01

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at rbc.com/careers.