Royal Bank of Canada
Job title:
Estate Planning Associate
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat 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 requirementsPrepare quotations on various insurance productsMeeting and file preparation including calendar managementDevelop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficientlyProvide exceptional client serviceWhat do you need to succeed?
Must-haveMinimum of 2 years of experience working in an insurance agency or equivalent role within the industryLife Insurance licensedKnowledge of Life and Living Benefits insurance productsExcellent client service skillsExperience with meeting tight deadlines and setting priorities; ability to work independentlyStrong Microsoft Office skills, especially ExcelStrong written and verbal communication skillsNice-to-havePost-secondary degree considered an assetExperience with high net worth clientsWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workJob SkillsAdditional Job DetailsAddress: 45 O’CONNOR ST:OTTAWACity: OTTAWACountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-12-05Application Deadline: 2024-12-21Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 CommunityStay 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 .
Expected salary
Location
Ottawa, ON
Job date
Fri, 06 Dec 2024 23:12:38 GMT
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