Insurance Planning Professional

4 days ago


Ottawa, Ontario, Canada Royal Bank of Canada Full time

Company Overview

Royal Bank of Canada is a leading financial institution that values diversity, equity, and inclusion. We strive to create an equitable workplace where our employees can bring their true selves to work.

Salary

The estimated salary for this position is $65,000 - $85,000 per annum, depending on experience and qualifications.

Job Description

We are seeking a skilled Estate Planning Associate to join our team. As an Estate Planning Associate, you will provide support to our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and clients with insurance quotations, new policy applications, and servicing of in-force policies.

You will be responsible for coordinating, placing orders, and following up on all underwriting requirements, preparing quotations on various insurance products, meeting and file preparation including calendar management, developing relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficiently, and providing exceptional client service.

Required Skills and Qualifications

  • Minimum of 2 years of experience working in an insurance agency or equivalent role within the industry
  • Life Insurance licensed
  • 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 skills, especially Excel
  • Strong written and verbal communication skills

Benefits

We offer a comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. Our leaders support your development through coaching and managing opportunities, and we have a dynamic, collaborative, progressive, and high-performing team.

Others

This is a full-time position, and we welcome applicants who thrive on challenge, progressive thinking, and teamwork. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.



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