Estate Planning Associate at Royal Bank of Canada

Toronto, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

19 Sep, 26

Salary

0.0

Posted On

21 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Inforce Servicing, Life Insurance Knowledge, Living Benefits Insurance, Client Service, Microsoft Office, Excel, LLQP Licensing, New Business Application Process, High Net Worth Client Servicing, Contact Management Systems

Industry

Financial Services

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 support for servicing of in-force policies and new business processes. Your role on the team is to assist with servicing & maintaining our existing clients along with promote business growth for a two successful Estate Planning Specialist. What will you do? Support Inforce servicing and respond to requests including, Inforce illustrations, cash surrender values, premium payment confirmation, all general/policy inquiries from Investment advisors & 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 Inforce activities in EPS’ absence Preparation of materials (Inforce life company documents) and accompanying documents for EPS and clients. Provide back up support on New Business application process to the EPS team 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 Nice-to-have Post-secondary degree considered an asset Experience servicing high net worth clients 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: 2026-06-19 Application Deadline: 2026-07-11 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. Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. 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.

Responsibilities

Provide support for servicing in-force policies and new business processes for Investment Advisors and clients. Assist Estate Planning Specialists with policy inquiries, documentation filing, and identifying opportunities for business growth.