Estate Planning Specialist

6 days ago


Regina, Saskatchewan, Canada Royal Bank of Canada> Full time

About the Role

We are seeking a highly motivated and results-driven Estate Planning Specialist to join our team at Royal Bank of Canada. As an Estate Planning Specialist, you will play a key role in providing insurance-based solutions to clients of RBC Wealth Management.

Job Summary

The successful candidate will support our Estate Planning Specialists in delivering exceptional client service and exceeding sales targets. You will be responsible for managing end-to-end insurance sales processes, analyzing client cases, and making recommendations to ensure that our clients' needs are met.

Responsibilities

  • Client Facing Sales Support: Actively contribute to sales targets assigned to Estate Planning Specialists and to overall team success.
  • Manage end-to-end insurance sales processes, including policy delivery to clients.
  • Analyze client cases and make appropriate recommendations.

Back Office(Administrative) Support:

  • Plan and manage day-to-day activities in the absence of Estate Planning Specialists.
  • Plan weekly/monthly business meetings, develop agendas.
  • Review documentation and correspondence filing procedures and ensure an organized system is in place.
  • Support in-force servicing through client reviews and respond to requests.
  • Ensure client inquiries and any problems are responded to in a timely manner and recorded in a contact management system.

Business Development Activities:

  • Increase awareness of Wealth Management Financial Services and develop new business opportunities through 1-on-1 presentations, group/branch presentations, and in-force analysis.
  • Manage pending cases and take appropriate actions to move clients along in the sales funnel.
  • Use internal software to communicate, plan, and develop case work for yourself and Estate Planning Specialists.
  • Work closely with head office and manager to execute initiatives to generate new sale opportunities.
  • Build and maintain strong relationships in the region and branches with Investment Advisors, Associate Investment Advisors, Branch Managers/Assistant Branch Managers, Financial Planners, Wholesalers, and other internal & external partners.

Requirements

To succeed in this role, you must have:

  • Excellent Communication Skills: In English, both written and verbal.
  • Life Insurance License (LLQP): Required.
  • Experience in the Insurance Industry: Minimum 5 years.
  • Comprehensive Knowledge of Life and Living Benefits Insurance Products: Essential.
  • Marketing Experience: To build business social awareness.

Preferred Qualifications

A minimum of 2-3 years' experience dealing with high-net-worth clients and 1 year of direct client-facing experience would be an asset.

What We Offer

We offer a comprehensive Total Rewards Program, including bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, enabling you to make a lasting impact and achieve success that is mutual.

Why Work with Us?

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. With a dynamic, collaborative, progressive, and high-performing team, you will have the opportunity to grow professionally and personally while contributing to a company that cares about its employees, clients, and communities.

Salary Estimate: Based on national averages, we estimate the salary for this role to be between $60,000 and $100,000 per annum, depending on experience and qualifications.



  • Regina, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled and motivated Estate Planning Specialist Associate to join our team at Royal Bank of Canada. As a key member of our team, you will be responsible for providing exceptional client service and support in the area of estate planning.Key ResponsibilitiesSupport Estate Planning Specialists in providing insurance-based...


  • Regina, Saskatchewan, Canada Royal Bank of Canada> Full time

    Job Summary:We are seeking an experienced Estates Planning Specialist to provide insurance-based solutions to clients of RBC Wealth Management. This role involves supporting Estate Planning Specialists in providing insurance solutions, becoming familiar with Individual Life and Living Benefits products, and managing the end-to-end insurance sales process.Key...


  • Regina, Saskatchewan, Canada Scotiabank Full time

    As a Financial Planning Specialist at Scotiabank, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market. Your primary goal is to provide investment and financial planning advice to help clients meet their unique goals.Using a comprehensive financial planning...


  • Regina, Saskatchewan, Canada NEST INVESTMENTS Full time

    We are seeking a highly organized and detail-oriented Real Estate Lease Coordinator Specialist to join our team at NEST INVESTMENTS.About the RoleThis is a permanent, 35 hours per week position that involves coordinating the implementation of repairs, maintenance and renovation tasks. The successful candidate will be responsible for ensuring terms of lease...


  • Regina, Saskatchewan, Canada Scotiabank Full time

    About the RoleWe are seeking a 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...

  • Tax Planning Manager

    4 weeks ago


    Regina, Saskatchewan, Canada KPMG-Canada Full time

    OverviewAt KPMG in Canada, you'll be part of a diverse and dedicated team of problem solvers, connected by a common goal: turning insight into opportunity for clients and communities worldwide. As a senior team member in our Private Enterprise practice, you will work closely with KPMG Partners to deliver business advisory services to private companies and...


  • Regina, Saskatchewan, Canada SaskPower Full time

    Job DescriptionSaskPower is seeking a skilled Transmission Planning Specialist to join our team. This is a challenging and rewarding role that requires strong technical skills, excellent communication abilities, and a passion for planning and project management.About the RoleThe Transmission Planning Specialist will be responsible for researching,...

  • Tax Planning Manager

    1 month ago


    Regina, Saskatchewan, Canada KPMG-Canada Full time

    Unlock Your PotentialAt KPMG in Canada, we're seeking a highly motivated individual to join our Private Enterprise practice as a Tax Planning Manager. As a key member of our team, you will work closely with Partners and client service team members to design ownership and governance structures for private company clients.Key ResponsibilitiesDevelop and...


  • Regina, Saskatchewan, Canada KPMG-Canada Full time

    About the RoleWe are seeking a highly skilled Senior Tax Planning Specialist to join our team in Canada. As a key member of our Private Enterprise practice, you will work closely with KPMG Partners to deliver business advisory services to private companies and high net worth individuals.


  • Regina, Saskatchewan, Canada Scott Land Ltd Full time

    Job DescriptionAs a Site Acquisition Specialist at Scott Land Ltd., you will be responsible for performing land title searches, engaging with landowners for site acquisition, coordinating zoning and leasing activities for new telecommunication site builds and existing site modifications. You will work closely with our national partners on all acquisition...


  • Regina, Saskatchewan, Canada Scott Land Ltd Full time

    Job SummaryScott Land Ltd. is seeking a highly skilled Site Acquisition Specialist to join their team. As a key member of the acquisition team, you will be responsible for performing land title searches, engaging with landowners, and coordinating zoning and leasing activities for new telecommunication site builds and existing site modifications.Key...


  • Regina, Saskatchewan, Canada Scott Land Ltd Full time

    Job Title: Site Acquisition SpecialistAbout the Role:We are seeking a highly skilled Site Acquisition Specialist to join our team at Scott Land Ltd. This is an exciting opportunity to work with a top acquisition team and contribute to the success of our clients.Key Responsibilities:Negotiate land acquisition agreements with landowners, ensuring timely and...

  • Tax Specialist

    1 week ago


    Regina, Saskatchewan, Canada KPMG Canada Full time

    About KPMG CanadaKPMG is a leading professional services firm dedicated to helping businesses and individuals succeed in an ever-changing world.Job OverviewThis role is for a Tax Specialist who will be responsible for providing strategic tax planning advice to clients. The ideal candidate will have excellent analytical and communication skills, with the...


  • Regina, Saskatchewan, Canada Brandt Full time

    At Brandt, we are seeking a highly skilled Demand Planning Specialist to join our team. This is an exciting opportunity to drive business growth and success by forecasting product demand, analyzing inventory, and developing dynamic forecasting models.The ideal candidate will have a proven background in demand planning/forecasting, data analysis, or related...


  • Regina, Saskatchewan, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and results-driven Strategic Wealth Development Specialist to join our team. In this role, you will focus on 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...

  • Mortgage Specialist

    4 weeks ago


    Regina, Saskatchewan, Canada BMO Full time

    About the Role:We are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with a referral network to build a pipeline of new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Proactively...


  • Regina, Saskatchewan, Canada Scott Land Ltd Full time

    Job SummaryScott Land Ltd. is seeking a skilled Site Acquisition Specialist to join their team. As a Site Acquisition Specialist, you will be responsible for performing land title searches, engaging with landowners, and coordinating zoning and leasing activities for new telecommunication site builds and existing site modifications.Key ResponsibilitiesPrimary...


  • Regina, Saskatchewan, Canada Brandt Full time

    Demand Planning Specialist – Statistical AnalysisBrandt is seeking a highly skilled Demand Planning Specialist to join our team. The ideal candidate will have expertise in statistical analysis and data interpretation to analyze and maintain various metrics and data sets for construction, forestry, roadbuilding, mining, and other industrial equipment.The...


  • Regina, Saskatchewan, Canada Royal Bank of Canada Full time

    Job SummaryRoyal Bank of Canada's Family Office Services team is a dynamic group of professionals who provide integrated wealth management expertise and planning to clients and their families. As a Financial Planning Consultant, you will be part of this team, responsible for coaching and direct support to RBC Dominion Securities advisors engaged in financial...


  • Regina, Saskatchewan, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planner to join our team at The Toronto-Dominion Bank (Canada). As a Financial Planner, you will be responsible for providing comprehensive financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesIdentify client life and...