Estate Planning Assistant
Job Summary
Job Description
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
- 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, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Nice-to-have
- Life Insurance licensed
- 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:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.