Estate Planning Associate

What is the Opportunity?

Provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors, and our clients with servicing of in‑force policies and new business processes. The role assists with servicing and maintaining existing clients while promoting business growth for a successful Estate Planning Specialist.

• Support in‑force servicing and respond to requests, including in‑force illustrations, cash surrender values, premium payment confirmation, and general policy inquiries from Investment Advisors and clients.
• Review all documentation and correspondence filing procedures and ensure an organized system is in place.
• Ensure client inquiries and any problems are responded to in a timely manner and that all activity is recorded in a contact management system.
• Identify and put forward ideas to EPS to generate incremental business.
• Plan and manage day‑to‑day in‑force activities in EPS’ absence.
• Prepare materials (in‑force life company documents) and accompanying documents for EPS and clients.
• Provide backup support on new business application processes to the EPS team.

• 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 and setting priorities; ability to work independently.
• Strong Microsoft Office and Excel skills.
• Life Insurance Licensed, LLQP.

• Post‑secondary degree considered an asset.
• Experience servicing high net worth clients.

We thrive on the challenge to be our best, foster progressive thinking, and work together to deliver trusted advice that helps our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving mutual success.

• 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.

Business.

• 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:
• Final date to receive applications:

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.