Estate Planning Specialist

Job title:

Estate Planning Specialist

Company

Royal Bank of Canada

Job description

Job Summary

Job Description

What is the opportunity?

We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results, and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counselors, their clients and other members of the Wealth Management team.

What will you do?

Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts; and how they fit into wealth preservation and wealth transfer strategies.

Follow up on leads generated through the Wealth Management approach to business to ensure record keeping systems accurately reflect your progress.

Develop relationships with Will & Estate Consultants, Financial Planners, High Net Worth planners- Business Owner Consultants, and other members of the Wealth Management Services team; as well as Branch Management and staff

Use a variety of methods to grow revenue- such as client meetings, seminars, “lunch and learns”

What do you need to succeed?

Must-have:

Provincial Life Insurance License(s)

CLU, CFP designation or currently enrolled in such accredited courses

University degree in related field

5+yrs seasoned sales experience in the Life Insurance industry

Comprehensive experience in “wealth preservation” and “wealth transfer” concepts

Nice to have:

Projects a positive and professional image to Investment Advisors/Counselors, service partners and external clients

Actively pursues continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills

Computer literate in Insurance Company Illustration software and various PC programs

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 which include competitive compensation and flexible benefits

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 high-performing team

Opportunities to do challenging work

Opportunities to building close relationships with clients

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture

Enables collective achievement of our strategic goals

Generates sustainable shareholder returns and above market shareholder value

Job Skills Comprehensive Financial Planning, Consulting, Customer Needs, Customer Service, Customer Service Management, Holistic Financial Planning, Individual Insurance, Insurance Planning, Long Term Planning, Multi-Level Communication, Personal Financial Planning, Problem Solving, Product Services, Sales, Trusts and Estate Planning

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Wealth Management

Job Type: Regular

Pay Type: Commission, Salaried

Posted Date: 2024-01-18

Application Deadline: 2024-02-03

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.

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Expected salary

Location

Toronto, ON

Job date

Sat, 20 Jan 2024 04:13:08 GMT

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