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Estate Planning Associate

3 months ago

Victoria, British Columbia, Canada Royal Bank of Canada Full time

Job Summary

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

What will you do?:

  • Preparation of materials (Insurance Application(s) and accompanying documents, internal point of sale documentation, illustrations and concepts) for EPS meetings with prospects and clients.
  • Preparing quotations on various Insurance products
  • 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
  • Support and maintenance of an Inforce Service program
  • 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:

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

Nice-to-have:

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

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 which include competitive compensation and flexible benefits
  • 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 highperforming team
  • Opportunities to do challenging work
  • Opportunities to building close relationships with clients
This position may be eligible to receive a discretionary/variable incentive payment.

RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value
  • Work in a dynamic, collaborative, progressive, and highperforming team
  • A worldclass training program in financial services

Job Skills
Consulting, Customer Needs, Customer Service, Customer Service Management, Long Term Planning, Multi-Level Communication, Problem Solving, Product Services

Additional Job Details

Address:

730

VIEW ST:

VICTORIA

City:

VICTORIA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.


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