Financial Services Specialist
4 days ago
We are seeking a skilled and dynamic individual to join our Life Service team at the RBC Insurance Advice Centre. As a Bilingual Associate, you will play a crucial role in providing exceptional customer service to clients by answering their insurance-related inquiries.
About the RoleThe successful candidate will have the opportunity to work in a fast-paced environment, interacting with clients over the phone and via email to address their policy concerns. This position requires strong communication skills, attention to detail, and the ability to navigate multiple systems effectively.
What You'll Do- Provide timely and accurate information to clients regarding their life and health policies
- Analyze and report policy details to clients and brokers
- Exhibit a positive client experience through every conversation and resolve concerns efficiently
- Demonstrate a solid understanding of insurance products and policies to communicate effectively with clients and brokers
To succeed in this role, you must possess:
- Bilingual fluency in French and English
- Flexibility to work various shifts to accommodate client needs
- Excellent oral and written communication skills
- Strong attention to detail and problem-solving abilities
- Ability to navigate multiple systems efficiently
In addition to a competitive salary and benefits package, we offer:
- Total Rewards program with flexible benefits, work-life balance, and career development opportunities
- All necessary tools, training, and support for success
- Flexible work-life balance options
RBC is committed to supporting flexible work arrangements when available. We thrive on progressive thinking, teamwork, and delivering trusted advice to help our clients thrive. Our Total Rewards program includes a comprehensive salary range of $55,000 - $70,000 per year, based on location and experience.
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Title: Financial Planning SpecialistAbout the Role:We are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. As a Financial Planning Specialist, you will be responsible for advising clients on trust account investments, identifying their financial goals and objectives, and developing financial plans...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and analysis, with the ability to develop and implement comprehensive financial plans for clients.The successful candidate will have a Bachelor's degree and at least 2 years...
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Financial Planning Specialist
4 weeks ago
Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key ResponsibilitiesAdvise clients on trust account investments and develop personalized financial...
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Financial Planning Specialist
4 weeks ago
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Financial Planning Specialist
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Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full timeJob Summary: We are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.Key Responsibilities:Advise clients on trust account investments and develop personalized...
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