Estate Planning Associate

RBC; Calgary; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Calgary is looking for a dedicated professional to support the sales team in insurance quotations and servicing. The ideal candidate will have strong client service skills, knowledge of insurance products, and the ability to manage tight deadlines. This role offers competitive compensation and opportunities for professional development in a collaborative environment.

Benefits

A comprehensive Total Rewards Program with competitive compensation

Opportunities to make a difference and lasting impact

Work in a dynamic, collaborative, high-performing team

Qualifications

• Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry.
• Life Insurance Licensed, LLQP.
• Experience servicing high net worth clients.
• Experience with marketing programs to build business social awareness.

Responsibilities

• Prepare materials for EPS meetings with prospects and clients.
• Prepare quotations on various Insurance products.
• Ensure new applications are processed in our internal system.
• Manage pending cases and oversee their completion.
• Develop relationships with life company wholesalers and underwriters.
• Support and maintain an Inforce Service program.
• Provide exceptional client service.

Skills

Knowledge of Life and Living Benefits insurance products

Excellent client service skills

Experience with meeting tight deadlines & set priorities

Strong Microsoft office and Excel skills

Education

Post-secondary degree considered an asset

Job description

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 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

What do you need to succeed?

Must-have

• 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

Nice-to-have

• Minimum 2 years' experience working in an Insurance Agency or equivalent role within the industry
• Life Insurance Licensed, LLQP
• 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 which includes 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

Client Counseling, Customer Needs, Customer Service, Customer Service Management, Group Problem Solving, Long Term Planning, Multi-Level Communication, Product Services

Additional Job Details

Address:

600 CROWFOOT CRES NW:CALGARY

City:

Calgary

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-11-12

Application Deadline:

2025-12-01

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 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.