Estate Planning Associate - Vancouver, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Vancouver, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Estate Planning Associate

What is the opportunity?:

You will provide support to a team that helps our RBC Dominion Securities Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and support for servicing of in-force policies.

Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning Specialist (EPS).

What will you do?

Preparation of materials (Insurance Application(s) and accompanying documents, internal point of sale documentation, illustrations and concepts) for EPS meetings with prospects and clients
Preparing quotations on various Insurance products
Manage pending cases and take the appropriate actions to oversee the completion of the case
Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficiently
Support and maintenance of an Inforce Service program
Provide exceptional client service
Design and implement marketing initiatives through social media using internal platforms and externally, i.e. LinkedIn

What do you need to succeed?

Must-have

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
Experience with meeting tight deadlines & set priorities; ability to work independently
Strong Microsoft office and Excel skills
Life Insurance Licensed, LLQP

Nice-to-have

Postsecondary degree considered an asset
Experience servicing high net worth clients
Experience with marketing programs to build business social awareness

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
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and highperforming team

Job Summary

Address:

VANCOUVER, British Columbia, Canada

City:

CAN-BC-VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
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.

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