Estate Planning Associate

3 weeks ago

Ottawa, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

**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 2 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
- Strong Microsoft Office skills, especially Excel
- Strong written and verbal communication skills

**Nice-to-have**
- Post-secondary degree considered an asset
- Experience with high net worth clients

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

**Job Skills**

**Additional Job Details**

**Address**:
45 O'CONNOR ST:OTTAWA

**City**:
OTTAWA

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2024-12-05

**Application Deadline**:
2024-12-21

**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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