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 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 service

What do you need to succeed?

Must-have

Professional work experience in an insurance agency or equivalent role within the industryLife insurance license, or obligation to obtain within 12 months of start dateKnowledge of Life and Living Benefits insurance productsExcellent client service skillsExperience with meeting tight deadlines and setting priorities; ability to work independentlyAdvanced proficiency in Microsoft 365 apps, especially ExcelBilingualism (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

Post-secondary degree considered an assetExperience 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 applicableLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging work

Job Skills

Additional Job Details

Address:

2000 AV MCGILL COLLEGE, APP 1950:MONTRÉAL

City:

MONTRÉAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-12-12

Application Deadline:

2025-02-17

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.
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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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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.