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Job Description
What is the opportunity?
We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results, and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counselors, their clients and other members of the Wealth Management team.
What will you do?
Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts; and how they fit into wealth preservation and wealth transfer strategies.
Follow up on leads generated through the Wealth Management approach to business to ensure record keeping systems accurately reflect your progress.
Develop relationships with Will & Estate Consultants, Financial Planners, High Net Worth planners- Business Owner Consultants, and other members of the Wealth Management Services team; as well as Branch Management and staff
Use a variety of methods to grow revenue- such as client meetings, seminars, "lunch and learns"
What do you need to succeed?
Must-have:
Provincial Life Insurance License(s)
CLU, CFP designation or currently enrolled in such accredited courses
University degree in related field
5+yrs seasoned sales experience in the Life Insurance industry
Comprehensive experience in “wealth preservation” and “wealth transfer” concepts
Nice to have:
Projects a positive and professional image to Investment Advisors/Counselors, service partners and external clients
Actively pursues continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills
Computer literate in Insurance Company Illustration software and various PC programs
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 include 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
Comprehensive Financial Planning, Consulting, Customer Needs, Customer Service, Customer Service Management, Holistic Financial Planning, Individual Insurance, Insurance Planning, Long Term Planning, Multi-Level Communication, Personal Financial Planning, Problem Solving, Product Services, Sales, Trusts and Estate PlanningAdditional Job Details
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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.
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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