Estate Planning Associate

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, new insurance business, marketing assistance and support for servicing of in-force policies

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 products
• Ensure new applications are processed in our internal system and sent to the carrier
• Manage pending cases and take the appropriate actions to oversee the completion of the case
• Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficiently
• Support and maintenance of an Inforce Service program
• Provide exceptional client service
• Design and implement marketing initiatives through social media using internal platforms and  externally, i.e. LinkedIn

Must Have

• Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
• Knowledge of Life and Living Benefits insurance products
• Excellent client service skills
• Experience with meeting tight deadlines & set priorities; ability to work independently
• Strong Microsoft office and Excel skills
• Life Insurance Licensed, LLQP
• Fluency in both English and Mandarin(spoken and written) is preferred

Nice-to-have

• Post-secondary degree considered an asset
• Experience servicing high net worth clients
• Experience 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 applicable
• Challenging work
• Variety of assignments
• Financial strength and a strong brand
• Prestige
• Management that supports your work and progression

Job Skills

Business

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:

2025-12-31

Application Deadline:

2026-01-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

This is a commission-based role and is compensated on a performance-based arrangement where your earnings are based on sales success and production generated by you or your team. You may be eligible for a discretionary, variable incentive payment.

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.

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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.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.