Job Summary

Job Description

What is the opportunity?

You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and support for servicing of in-force policies. Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning Specialist

What will you do?

Preparation of materials (Insurance Application(s) and accompanying documents, internal point of sale documentation, illustrations and concepts) for EPS meetings with prospects and clients.Preparing quotations on various Insurance productsEnsure new applications are processed in our internal system and sent to the carrierManage pending cases and take the appropriate actions to oversee the completion of the caseDevelop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficientlySupport and maintenance of an Inforce Service programProvide exceptional client serviceDesign and implement marketing initiatives through social media using internal platforms and  externally, i.e. linkedin

What do you need to succeed?

Must-have

Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industryKnowledge of Life and Living Benefits insurance productsExcellent client service skillsExperience with meeting tight deadlines & set priorities; ability to work independentlyStrong Microsoft office and Excel skills

Life Insurance Licensed, LLQP or to be obtain within 4 months of start date

Nice-to-have

Post-secondary degree considered an assetExperience servicing high net worth clientsExperience with marketing programs to build business social awareness

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 opportunitiesAbility to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team 

Job Skills

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:

Salaried

Posted Date:

2025-01-29

Application Deadline:

2025-02-12

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.