Estate Planning Specialist
3 weeks ago
We are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a critical role in supporting our team of DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.
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.
- 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 and experience with meeting tight deadlines and setting priorities.
- Strong Microsoft Office and Excel skills, including Life Insurance Licensed and LLQP.
- A comprehensive Total Rewards Program, including competitive compensation and flexible benefits.
- Leaders who support your development through coaching and managing opportunities.
- The ability to make a difference and lasting impact in a dynamic, collaborative, and high-performing team.
- Opportunities to do challenging work and build close relationships with clients.
The expected salary range for this position is $41,000 - $65,000, depending on your experience, skills, and registration status, market conditions, and business needs. You also have the potential to earn more through RBC's robust discretionary bonus program.
About RBCRBC is a leading financial institution that thrives 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.
-
Estate Planning Specialist
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...
-
Estate Planning Specialist
2 months ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Scotiabank Full timeAbout the RoleThis is a challenging and rewarding opportunity to join Scotiabank's team as an Estate Planning Specialist. As a key member of our Wealth Management team, you will be responsible for delivering high-quality estate planning services to our High Net Worth (HNW) clients.Key ResponsibilitiesClient Relationship Management: Develop and strengthen...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As an Estate Planning Associate, you will play a critical role in supporting our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly skilled Estate Planning Associate to join our team at Royal Bank of Canada. As an Estate Planning Associate, you will play a critical role in supporting our DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a critical role in supporting our team of DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly skilled and motivated Estate Planning Associate to join our team. As an Estate Planning Associate, you will play a critical role in supporting our team of DS Investment Advisors, PH&N Investment Counsellors, and clients with insurance quotations, marketing assistance, and in-force policy servicing.Key...
-
Estate Planning Specialist
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through the complexities of estate planning and administration.Key ResponsibilitiesGuide clients and their families through the estate planning process, ensuring their wishes are respected and their assets are protected.Develop and implement...
-
Estate Planning Specialist
4 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through the complexities of estate planning and administration.Key ResponsibilitiesGuide clients and their families through the estate planning process, ensuring their wishes are respected and their assets are protected.Develop and implement...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through a significant life event.Key ResponsibilitiesGuide clients and their families through the estate planning processAssist with the administration of estates, including probate and inheritance mattersProvide expert advice on trust...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through a significant life event.Key ResponsibilitiesGuide clients and their families through the estate planning processAssist with the administration of estates, including probate and inheritance mattersProvide expert advice on trust...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through a significant life event. Your expertise will help guide heirs and beneficiaries through the estate plan, ensuring a smooth transition and minimizing stress.Key ResponsibilitiesProvide guidance on estate planning and...
-
Estate Planning Specialist
2 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through a significant life event. Your expertise will help guide heirs and beneficiaries through the estate plan, ensuring a smooth transition and minimizing stress.Key ResponsibilitiesProvide guidance on estate planning and...
-
Estate Planning Specialist
1 month ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will provide guidance and support to clients and their families during a critical life event. Your expertise will help navigate the complexities of estate planning, ensuring a smooth transition of assets and minimizing stress for all parties involved.Key ResponsibilitiesAssess client needs...
-
Estate Planning Specialist
2 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will guide heirs and beneficiaries through estate plans, navigating complex family dynamics and ensuring a smooth transition of assets.Key ResponsibilitiesDevelop and...
-
Estate Planning Specialist
3 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will guide heirs and beneficiaries through estate plans, navigating family dynamics and ensuring a smooth transition.Key ResponsibilitiesDevelop and present comprehensive...
-
Estate Planning Specialist
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships to provide comprehensive solutions.Key...
-
Estate Planning Specialist
3 weeks ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients during one of the most challenging times in their lives. Your expertise will help guide heirs and beneficiaries through estate plans, navigate family dynamics, and develop strong relationships to provide comprehensive solutions.Key...
-
Estate Planning Specialist
7 days ago
Vancouver, British Columbia, Canada Royal Bank of Canada Full timeJob SummaryAs a Will and Estate Advisor at Royal Bank of Canada, you will play a critical role in supporting clients through a significant life event. Your expertise will help guide heirs and beneficiaries through the estate plan, ensuring a smooth transition and minimizing stress.Key ResponsibilitiesProvide guidance and support to clients and their families...