Estate Planning Specialist

2 weeks ago


Kelowna, British Columbia, Canada Royal Bank of Canada Full time
Job Summary

Provide support to a team that helps clients with insurance quotations, marketing assistance, and policy servicing. Assist with sales and marketing to promote business growth for a successful Estate Planning Specialist.

Key Responsibilities
  1. Prepare materials for EPS meetings with prospects and clients.
  2. Prepare quotations on various Insurance products.
  3. Ensure new applications are processed in our internal system and sent to the carrier.
  4. Manage pending cases and take the appropriate actions to oversee the completion of the case.
  5. Develop relationships with partnering life company wholesalers, case coordinators, and underwriters.
Requirements
  • Knowledge of Life and Living Benefits insurance products.
  • Excellent client service skills.
  • Experience with meeting tight deadlines and set priorities.
  • Strong Microsoft office and Excel skills.


  • Kelowna, British Columbia, 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 critical role in supporting our clients with their estate planning needs. This is an excellent opportunity to work with a dynamic team and contribute to the growth and success of our organization.Key...


  • Kelowna, British Columbia, 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 critical role in supporting our clients with their estate planning needs. This is an excellent opportunity to work with a dynamic team and contribute to the growth and success of our organization.Key...


  • Kelowna, British Columbia, 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 an Estate Planning Associate, you will play a critical role in supporting our clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for EPS meetings with prospects and...


  • Kelowna, British Columbia, 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 an Estate Planning Associate, you will play a critical role in supporting our clients with insurance quotations, marketing assistance, and in-force policy servicing.Key ResponsibilitiesPrepare materials for EPS meetings with prospects and...


  • Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a skilled Estate Planning Consultant to join our team at the Royal Bank of Canada. As a key member of our Wealth Management Services, you will work closely with Investment Advisors to provide consulting services to their clients.In this role, you will be responsible for working with clients to create comprehensive summary letters...


  • Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, you will work closely with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals...


  • Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a key member of the Wealth Management Services team, you will work closely with Investment Advisors to provide consulting services to their clients, which can then be implemented in coordination with their own tax and legal professionals. This team of accredited professionals enables RBC advisors to...


  • Kelowna, British Columbia, Canada FRIND ESTATE WINERY Full time

    FRIND ESTATE WINERY is seeking a skilled Winegrower and Vineyard Specialist to join our team. This role involves guiding the growth of vines, managing the vine canopy, and cultivating grapes to produce high-quality wines.About the RoleThe ideal candidate will have no degree, certificate, or diploma but be willing to train. Experience in viticulture is...


  • Kelowna, British Columbia, Canada Scotiabank Full time

    Financial Planning SpecialistAt Scotiabank, we're committed to helping our clients achieve their financial goals. As a Financial Planning Specialist, you'll play a key role in developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key Responsibilities:Conduct in-depth reviews for assigned...


  • Kelowna, British Columbia, Canada Royal Bank of Canada> Full time

    Job OpportunityWe 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 ResponsibilitiesPrepare...


  • Kelowna, British Columbia, Canada Royal LePage Kelowna Full time

    We are seeking a dynamic and business-savvy individual to join our team as a Real Estate Representative at Royal LePage Kelowna. As a representative, you will work closely with our multi-award winning team to help you succeed in your real estate career.Key Responsibilities:Stay up-to-date on the local real estate market.Negotiate contracts and other related...


  • Kelowna, British Columbia, Canada BFL Canada Full time

    Dynamic Career OpportunityBFL Canada is a leading employee-owned Risk Management, Insurance Brokerage, and Employee Benefits consulting services firm in Canada. With over 1300 professionals across 27 offices nationwide, we offer a collaborative and fast-paced work environment that thrives on innovation and entrepreneurship.We are currently seeking an...


  • Kelowna, British Columbia, Canada FRIND ESTATE WINERY Full time

    Job Title: Vineyard HorticulturistLocation: FRIND ESTATE WINERY (various locations)Estimated Salary: $45,000 - $65,000 per yearAbout the JobWe are seeking a skilled Vineyard Horticulturist to join our team at FRIND ESTATE WINERY. As a key member of our vineyard crew, you will be responsible for maintaining and managing the growth of vines, grape canopy, and...

  • Marketing Specialist

    3 weeks ago


    Kelowna, British Columbia, Canada BFL Canada Full time

    Unlock Your Career PotentialWe're seeking a talented Marketing Specialist to join our Real Estate Insurance team. As a key member of our team, you'll be responsible for developing and executing marketing strategies to drive business growth and customer engagement.Key Responsibilities:Market business (Strata's/Condos) by building and fostering strong...


  • Kelowna, British Columbia, Canada Montgomery Miles & Stone Law Firm Full time

    We are seeking a highly organized and detail-oriented Senior Legal Support Specialist to join our team at Montgomery Miles & Stone Law Firm. The successful candidate will provide administrative support to our lawyers and assist with various tasks related to contract and real estate law.Key Responsibilities:Administrative Support: Provide administrative...

  • Accounting Specialist

    3 weeks ago


    Kelowna, British Columbia, Canada Sussex Insurance Company Full time

    Accounting SpecialistSussex Insurance Company is seeking a skilled Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.Key...


  • Kelowna, British Columbia, Canada Interior Health Authority Full time

    Interior Health Authority is seeking an experienced professional to fill the role of Director, Contract Management. This position offers a competitive salary and benefits package.Job Description:The Director, Contract Management will be responsible for leading the development and implementation of strategic plans for managing Interior Health's real estate...


  • Kelowna, British Columbia, Canada TalentSphere Staffing Solutions Full time

    {"Development Manager Job Description": "Our client, a leading real estate developer in the Okanagan region, is seeking a skilled Development Manager to oversee the design, approval, and construction process of high-rise multifamily residential projects.The ideal candidate will have a strong background in real estate development, excellent organizational and...

  • Marketing Specialist

    3 weeks ago


    Kelowna, British Columbia, Canada BFL Canada Full time

    Unlock Your Career PotentialWe're seeking a highly skilled Marketing Specialist to join our Real Estate Insurance team. As a key member of our team, you'll be responsible for developing and fostering strong relationships with Insurers to deliver competitive terms for our clients.Your Key ResponsibilitiesMarket business (Strata's/Condos) by negotiating best...

  • Accounting Specialist

    3 weeks ago


    Kelowna, British Columbia, Canada Sussex Insurance Company Full time

    Accounting Specialist at Sussex Insurance CompanyWe are seeking a highly skilled Accounting Specialist to join our team. The successful candidate will be responsible for managing balance sheets and profit/loss statements, planning and setting up accounting systems, and ensuring accuracy and compliance to accounting standards and procedures.Key...