Estate Planning Associate

5 days ago

MONTRÃAL, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new policy applications, and servicing of in-force policies. Your role on the team is to ensure new business is processed quickly and efficiently in order to achieve continued business growth for a successful team.

What will you do?

  • Responsible for coordinating, placing orders, and following up on all underwriting requirements
  • Prepare quotations on various insurance products
  • Meeting and file preparation including calendar management
  • Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficiently
  • Provide exceptional client service

What do you need to succeed?

Must-have

  • Minimum of 5 years of experience working in an insurance agency or equivalent role within the industry
  • Life Insurance licensed
  • Knowledge of Life and Living Benefits insurance products
  • Excellent client service skills
  • Experience with meeting tight deadlines and setting priorities; ability to work independently
  • Advanced proficiency in Microsoft 365 apps, especially Excel
  • Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice-to-have

  • Post-secondary degree considered an asset
  • Experience with high-net-worth clients

Whatâs 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
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

2001 AV MCGILL COLLEGE:MONTRÃAL

City:

MONTRÃAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-13

Application Deadline:

2024-07-01

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.
âââââââ
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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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 jobs.rbc.com.

  • Financial Planning Specialist

    5 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Estate and Trust Service Manager

    4 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?To supervise and provide leadership for a team supporting time sensitive, complex exception-based and/or highly specialized processes. Incumbent will hire, onboard, and train new team members. Incumbent will provide training, coaching, recognition and development for team members, foster teamwork and planning...

  • Estate and Trust Service Manager

    4 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?To supervise and provide leadership for a team supporting time sensitive, complex exception-based and/or highly specialized processes. Incumbent will hire, onboard, and train new team members. Incumbent will provide training, coaching, recognition and development for team members, foster teamwork and planning...

  • Financial Planning Specialist/Spécialiste en planification financière

    4 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Financial Planning Specialist/Spécialiste en planification financière

    2 months ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...

  • Business Development Associate

    4 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales (ACS) team by providing pre- and post-sales planning, support, and relationship management. BDAs contribute to meeting territory team sales objectives by partnering with the District Vice-Presidents (DVP) and...

  • Associate Wealth Advisor

    3 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well-established advisory team. You will deepen client relationships by offering sound advice and support to clients and to the advisory team. Developing and implementing the team’s wealth management strategy for clients...

  • Account Opening, Modification

    5 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an Account Opening, Modification & Documentation Associate, Operations you will be a central point of contact and relationship manager to the RBC Dominion Securities (DS) front office personnel as it pertains to operations matters. You will be a point of escalation for service quality and problem...

  • Administrative Coordinator

    2 days ago

    Montréal, Canada Randstad Canada Remote Work Freelance Full time

    Have you always been described by your peers and previous employers/colleagues as being highly organized, thorough and detail-oriented?Are you looking for a job with a nationally recognized company that specializes in real estate finance?Would you like to work in a company located in the heart of downtown Montreal?If this sounds like you, you MUST apply for...

  • Key Account Associate

    4 weeks ago

    Montréal, Canada Randstad Canada Remote Work Freelance Full time

    ROLE POSITIONING AND OBJECTIVESThe Customer Management Group is responsible for proactively developing and cultivating mutually beneficial relationships in order to enhance TWSC brand and profit performance in organized accounts. As a Key Account Associate you will play a key role in enabling the performance of the company in different AccountsAdvantages- ...

  • Key Account Associate

    1 month ago

    Montréal, Canada Randstad Canada Remote Work Freelance Full time

    ROLE POSITIONING AND OBJECTIVESThe Customer Management Group is responsible for proactively developing and cultivating mutually beneficial relationships in order to enhance TWSC brand and profit performance in organized accounts. As a Key Account Associate you will play a key role in enabling the performance of the company in different AccountsAdvantages- ...

  • Group Advantage Consultant

    1 month ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit Sharing Plans, and Group Tax Free Savings Accounts and Defined Contribution Pension Plans that are combined with expert advice and delivered in the convenience...

  • Group Advantage Consultant

    4 weeks ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit Sharing Plans, and Group Tax Free Savings Accounts and Defined Contribution Pension Plans that are combined with expert advice and delivered in the convenience...

  • Group Advantage Consultant

    4 days ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?RBC Group Advantage is a comprehensive business segment that offers a variety of retirement savings products including Group RRSP's, Deferred Profit Sharing Plans, and Group Tax Free Savings Accounts and Defined Contribution Pension Plans that are combined with expert advice and delivered in the convenience...

  • Relationship Manager, Business Markets, Intern

    2 months ago

    MONTRÉAL, Canada Royal Bank of Canada Full time

    Job SummaryJob Description*** This career opportunity is for candidates expressing interest in working in the Greater Montreal region ***What is the opportunity?You will provide business and financial advice and manage a portfolio of high value small business clients who need your help as they start, manage and grow their enterprises.  You are RBC’s...

  • Engineering Workforce Planning

    1 month ago

    Montréal (St-Laurent ), Canada CAE Full time

    Role and...

  • Engineering Workforce Planning

    4 weeks ago

    Montréal (St-Laurent ), Canada CAE Full time

    Role and...

  • Corporate paralegal

    1 month ago

    Montréal, Canada Randstad Canada Full time

    Are you looking for a new administrative challenge? Are you interested in a career in the legal sector?Are you looking to join an organization that fosters the personal development of individuals, within a team dynamic, and offers stimulating career opportunities?Our client, a major legal firm, is looking to hire a Corporate paralegal for the downtown ...

  • Corporate paralegal

    4 weeks ago

    Montréal, Canada Randstad Canada Full time

    Are you looking for a new administrative challenge? Are you interested in a career in the legal sector?Are you looking to join an organization that fosters the personal development of individuals, within a team dynamic, and offers stimulating career opportunities?Our client, a major legal firm, is looking to hire a Corporate paralegal for the downtown ...

  • Executive assitant

    5 days ago

    Montréal, Canada Randstad Canada Full time

    Are you looking for a new administrative challenge? Are you interested in a career in architecture?Are you looking to join an organization that fosters the personal development of individuals, within a team dynamic, and offers stimulating career prospects?Our client, a leading architecture firm, is looking to hire an Executive Assistant, reporting to one of...