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Estate Planning Specialist

5 months ago

Montréal, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counsellors, their clients, and other members of the Wealth Management team.

**What will you do?**
- Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts and how they fit into wealth preservation and wealth transfer strategies.
- Follow up on leads generated through the Wealth Management approach to business to ensure recordkeeping systems accurately reflect progress.
- Develop relationships with Will and Estate Consultants, Financial Planners, HNW Planning and Business Owner Specialists, and other members of the Wealth Management Services team, as well as Branch Management and staff.
- Use a variety of methods to grow revenue, such as client meetings, seminars, "lunch and learns", etc.

**What do you need to succeed?**
**Must-have**
- Active approval as a Financial security advisor with the Autorité des marchés financiers (AMF)
- Chartered life underwriter (C.L.U.) title, or registered life underwriter (R.L.U.) title, or financial planner diploma granted by the Institute of Financial Planning (or currently enrolled in such courses)
- University degree in related field
- Minimum of 5 years of seasoned sales experience in the Life Insurance industry
- Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
- Comprehensive experience in wealth preservation and wealth transfer concepts
- Ability to work effectively with peers and upper management and to be perceived by others as team player
- Project a positive and professional image to Investment Advisors/Counsellors, service partners, and external clients
- Actively pursue continuous learning and expanding knowledge on presentation and Insurance/Financial Planning skills
- Computer literate in Insurance Company Illustration software and various PC programs

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

**Job Skills**

**Additional Job Details**

**Address**:
1 PLACE VILLE MARIE:MONTRÉAL

**City**:
MONTRÉAL

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Commission, Salaried

**Posted Date**:
2024-01-29

**Application Deadline**:
2024-02-18

**I**nclusion** 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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