Estate Planning Specialist

3 weeks ago

Vancouver, 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 Counselors, 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 record keeping systems accurately reflect your progress.
- Develop relationships with Will & Estate Consultants, Financial Planners, High Net Worth planners
- Business Owner Consultants, 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"

**What do you need to succeed?**:
**Must-have**:

- Provincial Life Insurance License(s)
- CLU, CFP designation or currently enrolled in such accredited courses
- University degree in related field
- 5+yrs seasoned sales experience in the Life Insurance industry
- Excellent written, verbal English and Mandarin communication skills
- 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
- Projects a positive and professional image to Investment Advisors/Counselors, service partners and external clients
- Actively pursues 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 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 high-performing 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

**Job Skills**

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

**Additional Job Details**

**Address**:
VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W:VANCOUVER

**City**:
VANCOUVER

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Commission, Salaried

**Posted Date**:
2023-11-09

**Application Deadline**:
2023-12-02

**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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