Estate Planning Associate — Insurance & Client Growth

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

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.