Estate Planning Associate

3 months ago


Newmarket, 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**
- Post-secondary 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- 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 high-performing team

**Job Skills**

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

**Additional Job Details**

**Address**:
17120 LESLIE ST:NEWMARKET

**City**:
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**:
2024-09-20

**Application Deadline**:
2024-10-05

**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.

**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.



  • Newmarket, Canada York Region Full time

    Status - Temporary Full-Time - Temporary - Approximate length of assignment, in months - 12 - Type of Position - a Replacement - Start Date - Immediate - Salary - Annually - Salary Grade - $72,847.00 - $82,745.00 - Department - York Region -> Legal & Court Services -> Legal Services - Location - Legal Services - 17250 Yonge Street - Newmarket, ON L3Y 6Z1 CA...


  • Newmarket, Canada KW Realty Centres Full time

    Are you a motivated and ambitious individual with a passion for real estate? Keller Williams Realty Centres, a leading name in the industry, is expanding and looking for dynamic Real Estate Agents to join our growing team. **Why Keller Williams?** - ** Extensive Coaching and Training Program**: At KW Realty Centres, we invest in your success. Our...

  • Real Estate Law Clerk

    7 months ago


    Newmarket, Canada Town of Newmarket Full time

    Under the direction of the Director, Legal & Procurement Services, the Real Estate Law Clerk is responsible for providing a full range of para-legal support primarily in real estate and land development to the Director, Senior Solicitors and all other departments. The Real Estate Law Clerk manages and coordinates the registration of plans of subdivision,...


  • Newmarket, Canada KW Realty Centres Full time

    The Call Coordinator must understand that to run effectively and efficiently, a Market Centre must tend to its associates’ needs in such a way that they (the associates) are receiving the expected level of service and remain satisfied with the level of service provided by the Market Centre. The Call Coordinator will be responsible for the appearance of...


  • Newmarket, Canada KW Realty Centres Full time

    The Call Coordinator must understand that to run effectively and efficiently, a Market Centre must tend to its associates' needs in such a way that they (the associates) are receiving the expected level of service and remain satisfied with the level of service provided by the Market Centre. The Call Coordinator will be responsible for the appearance of the...


  • Newmarket, Canada KW Realty Centres Full time

    The Call Coordinator must understand that to run effectively and efficiently, a Market Centre must tend to its associates' needs in such a way that they (the associates) are receiving the expected level of service and remain satisfied with the level of service provided by the Market Centre. The Call Coordinator will be responsible for the appearance of the...


  • Newmarket, Canada KW Realty Centres Full time

    Are you a motivated and ambitious individual with a passion for real estate? Keller Williams Realty Centres, a leading name in the industry, is expanding and looking for dynamic Real Estate Agents to join our growing team.Why Keller Williams?Extensive Coaching and Training Program: At KW Realty Centres, we invest in your success. Our comprehensive training...

  • Plans Examiner

    7 months ago


    Newmarket, Canada Town of Newmarket Full time

    Job Requirements - Graduate of a Community College Diploma in Architectural Technology, Construction Engineering Technician or Civil Engineering Technology or equivalent with demonstrated progressive experience in a municipal environment. An equivalent combination of education and experience. - Successful completion of qualification examinations, and...

  • Realtor Headhunter

    7 months ago


    Newmarket, Canada KW Realty Centres Full time

    We are searching for a strong, passionate, motivated, and goal-oriented experienced Manager/Recruiter. Are you the most competitive person you know? Are you always hitting quotas but going nowhere? Do you push yourself, long before a boss or co-worker has to give you a nudge to get fired up? We offer a lot in our value proposition; we want you to get other...


  • Newmarket, Canada Celestica Full time

    Req ID: 122852 Remote Position: No Region: Americas Country: Canada State/Province: Ontario City: Newmarket **16 Month Internship**: Celestica (NYSE, TSX: CLS) is a US$7.9 billion global leader in design, manufacturing, hardware platform and supply chain solutions. We bring global expertise and insight at every stage of product development - from the...


  • Newmarket, Canada KW Realty Centres Full time

    The Client Care Coordinator must tend to its associates' needs in such a way that they (the associates) are receiving the expected level of service and remain satisfied with the level of service provided by the Market Centre. The Client Care Coordinator will be responsible for the appearance of the Market Centre common areas. They will ensure the office is...

  • Sales Associate

    6 days ago


    Newmarket, Canada Club Pilates Newmarket Full time

    **COMPANY OVERVIEW**: **POSITION**: The purpose of the Sales Associate is to assist with new membership sales. In addition, they also assist with front desk responsibilities and customer service for active members. We have a great training & mentorship program that will teach you everything that there is to know! While this posting is for Sales Associates,...

  • Sales Associate

    3 months ago


    Newmarket, Canada Club Pilates Newmarket Full time

    **COMPANY OVERVIEW**: **POSITION**: The purpose of the Sales Associate is to assist with new membership sales. In addition, they also assist with front desk responsibilities and customer service for active members. We have a great training & mentorship program that will teach you everything that there is to know! While this posting is for Sales Associates,...

  • Sales Associate

    2 weeks ago


    Newmarket, Canada Stokes Full time

    Department: - Retail sales - Job Type: - Sales associate - Location: - Newmarket, ON - Require Travel: - Non - Publication date: - 2024-12-12 **Job Description**: **Sales Associate** **You are the missing ingredient! Join the Stokes/Thinkkitchen family, a proudly Quebec-based retailer with over 100 stores across the country. We offer competitive...

  • Stock Associate

    6 months ago


    Newmarket, Canada MANGO Full time

    **BRAND: MANGO** **LOCATION: UPPER CANADA MALL Fox Group (9,000+ employees globally) - a leading, fast growing retailor and partner of choice to operate several well-known retail banners in Israel, Europe, and Canada - is excited to announce that Mango retail stores are coming to Canada, and we couldn’t be more excited!! Mango, founded in Barcelona...

  • Stock Associate

    6 months ago


    Newmarket, Canada Fox Group Canada Inc. Full time

    Salary: **BRAND: MANGO** **LOCATION: UPPER CANADA MALL** Fox Group (9,000+ employees globally) - a leading, fast growing retailor and partner of choice to operate several well-known retail banners in Israel, Europe, and Canada - is excited to announce that Mango retail stores are coming to Canada, and we couldn't be more excited!! Mango, founded in...

  • Overnight Associate

    6 months ago


    Newmarket, Canada Walmart Canada Full time

    **Position Summary... **:To provide customer service by completing assigned tasks relating to receiving and the flow of merchandise through to the sales floor. This will be accomplished by unloading trailers, pulling pallets to the floor and assisting in the processing of merchandise all in a safe and clean environment. This Associate will function as part...

  • Sales Associate

    6 months ago


    Newmarket, Canada Club Pilates Newmarket Full time

    **COMPANY OVERVIEW**: Club Pilates is boutique fitness studio that offers group reformer classes in various formats and levels to accommodate everyone seeking to learn Pilates and hone their fitness expertise. Club Pilates is a well-established, nation-wide brand, committed to providing affordable and accessible Pilates to the community. **POSITION**: The...

  • Sales Associate

    7 months ago


    Newmarket, Canada Club Pilates Newmarket Full time

    **COMPANY OVERVIEW**: **POSITION**: The purpose of the Sales Associate is to assist with new membership sales. In addition, they also assist with front desk responsibilities and customer service for active members. We have a great training & mentorship program that will teach you everything that there is to know! While this posting is for Sales Associates,...


  • Newmarket, Ontario, Canada York Region Full time

    About the RoleWe are seeking a skilled Urban Roadway Planning Specialist to join our team. As a key member of our Capital Delivery group, you will play a critical role in coordinating and assisting with statutory processes, planning, preliminary design, specialist investigations, and impact assessments involved in Environmental Assessments.You will be...