Current jobs related to Estate Planning Associate - Newmarket, Ontario - Royal Bank of Canada>

  • Estate Planning Associate

    3 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and organized Estate Planning Associate to join our team. As an Estate Planning Associate, you will provide support to our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for Estate...

  • Estate Planning Associate

    3 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs an Estate Planning Associate, you will provide support to a team that helps our clients with insurance quotations, marketing assistance, and servicing of in-force policies. Your role on the team is to assist with sales and marketing to promote business growth for a successful Estate Planning Specialist.Key ResponsibilitiesPreparation of...

  • Estate Planning Specialist

    4 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Estate Planning Associate to join our team. As an Estate Planning Associate, you will provide support to our team of experts in the preparation of materials for Estate Planning Specialist meetings, preparation of quotations on various insurance products, and management of pending cases.Key...

  • Estate Planning Specialist

    4 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Estate Planning Associate to join our team. As an Estate Planning Associate, you will provide support to our team of experts in the preparation of materials for Estate Planning Specialist meetings, preparation of quotations on various insurance products, and management of pending cases.Key...

  • Estate Planning Specialist

    1 month ago

    Newmarket, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a key role in supporting our team of DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and support for servicing of in-force policies.Key...

  • Estate Planning Specialist

    1 month ago

    Newmarket, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a key role in supporting our team of DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and support for servicing of in-force policies.Key...

  • Estate Planning Specialist

    4 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As a key member of our team, you will provide support to our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for...

  • Estate Planning Specialist

    3 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As a key member of our team, you will provide support to our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for...

  • Estate Planning Specialist

    4 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As a key member of our team, you will provide support to our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for...

  • Estate Planning Specialist

    3 weeks ago

    Newmarket, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As a key member of our team, you will provide support to our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for...

  • Real Estate Sales Professional

    4 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

    Unlock Your Potential in Real EstateKW Realty Centres is a leading name in the industry, and we're expanding our team of dynamic Real Estate Agents. If you're a motivated and ambitious individual with a passion for real estate, we want to hear from you.Why Choose KW Realty Centres?Comprehensive Training and Support: Our extensive coaching and training...

  • Real Estate Sales Professional

    4 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

    Unlock Your Potential in Real EstateKW Realty Centres is a leading name in the industry, and we're expanding our team of dynamic Real Estate Agents. If you're a motivated and ambitious individual with a passion for real estate, we want to hear from you.Why Choose KW Realty Centres?Comprehensive Training and Support: Our extensive coaching and training...

  • Real Estate Sales Professional

    3 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

    Are you a motivated and ambitious individual with a passion for real estate? KW Realty Centres, a leading name in the industry, is seeking dynamic Real Estate Agents to join our growing team.Why KW Realty Centres?Comprehensive Coaching and Training Program: At KW Realty Centres, we invest in your success. Our training programs and coaching are designed to...

  • Real Estate Sales Professional

    4 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

    About KW Realty CentresFrequently recognized as the most innovative and agent-friendly brokerage in Canada, KW Realty Centres Aurora/Newmarket is a busy well-established office with over 230 agents. We are #1 in market share in our area.KW Realty Centres is a positive environment that will push you to great potential. Here you can make an impact; help people...

  • Real Estate Sales Professional

    4 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

    About KW Realty CentresFrequently recognized as the most innovative and agent-friendly brokerage in Canada, KW Realty Centres Aurora/Newmarket is a busy well-established office with over 230 agents. We are #1 in market share in our area.KW Realty Centres is a positive environment that will push you to great potential. Here you can make an impact; help people...

  • Real Estate Sales Professional

    2 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

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

  • Real Estate Sales Professional

    2 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

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

  • Real Estate Administrator

    3 weeks ago

    Newmarket, Ontario, Canada KW Realty Centres Full time

    Job Title: Real Estate AdministratorAs a key member of our team, you will play a vital role in supporting our award-winning real estate team by implementing and continually improving administrative and marketing systems, procedures, and policies. Your responsibilities will include:Key Responsibilities:Providing exceptional administrative support to our team,...

  • Investment Planning Specialist

    2 months ago

    Newmarket, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

  • Investment Planning Specialist

    2 months ago

    Newmarket, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including retirement...

Estate Planning Associate

2 months ago

Newmarket, Ontario, Canada Royal Bank of Canada> Full time
Job Summary

We are seeking a highly skilled and motivated Estate Planning Associate to join our team. As a key member of our team, you will provide support to our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and support for servicing of in-force policies.

Key Responsibilities
  • Prepare materials for Estate Planning Specialist meetings with prospects and clients, including insurance applications, internal point of sale documentation, illustrations, and concepts.
  • Prepare quotations on various insurance products and ensure new applications are processed in our internal system and sent to the carrier.
  • Manage pending cases and take appropriate actions to oversee the completion of the case.
  • Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure efficient business handling.
  • Support and maintain an Inforce Service program and provide exceptional client service.
  • Design and implement marketing initiatives through social media using internal platforms and externally.
Requirements
  • 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 and setting priorities; ability to work independently.
  • Strong Microsoft Office and Excel skills.
  • Life Insurance Licensed, LLQP.
What We Offer
  • 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