Description
RBC Wealth Management Financial Services Inc. is seeking an Estate Planning Associate to join its estate planning team. The team develops strategic insurance solutions for high-net-worth clients. As an Estate Planning Associate, you will provide excellent client service, manage administrative duties, and contribute to business growth.
Responsibilities
- Service the in-force block of business
- Follow up with clients, carriers, and others
- Run illustrations for life insurance products and concepts
- Prepare documents and files for client meetings
- Develop relationships with partnering life company wholesalers, case coordinators, and underwriters
- Provide impeccable service to clients
Requirements
- Professional work experience in an insurance agency or equivalent role
- Representative's certificate in insurance of persons issued by the Autorité des marchés financiers (AMF)
- Knowledge of Life and Living Benefits insurance products
- Bilingualism (English and French) required
- Excellent client service skills
- Experience with meeting tight deadlines and setting priorities; ability to work independently
- Advanced proficiency in Microsoft 365 apps, especially Excel
Nice-to-have
- Post-secondary degree
- Experience with high-net-worth clients
Benefits
- Comprehensive Total Rewards Program, including bonuses, flexible benefits, and competitive compensation
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
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