Estate Planning Associate (Financial Security Advisor)

Job Responsibility:

Job Summary

What is the opportunity?

You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, RBC PH&N Investment Counsel Investment Counsellors, and our clients with insurance quotations, new policy applications, and servicing of in-force policies. Your role on the team is to ensure new business is processed quickly and efficiently in order to achieve continued business growth for a successful team.

What will you do?

• Responsible for coordinating, placing orders, and following up on all underwriting requirements
• Prepare quotations on various insurance products
• Meeting and file preparation including calendar management
• Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficiently
• Provide exceptional client service

What do you need to succeed?

Must-have

• Minimum of 5 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
• Advanced proficiency in Microsoft 365 apps, especially Excel
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice-to-have

• Post-secondary degree considered an asset
• Experience with high-net-worth clients

What's in it for you?

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. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional Job Details

Address:

2001 AV MCGILL COLLEGE:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-13

Application Deadline:

2024-07-01

I nclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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