RBC Wealth Management Estate Planning Associate Role
RBC • ottawa, Canada
Role Description
Create exceptional client experiences with RBC Wealth Management as an Estate Planning Associate. Focus on administrative excellence while serving high-net-worth clients effectively.
Join a well-established estate planning team at RBC Wealth Management Financial Services Inc. in Ottawa. You will play a crucial role in providing superior service to high-net-worth clients while managing various administrative tasks. Engage with clients, coordinate with wholesalers, and enhance the overall client interaction process.
Key Responsibilities:
• Service the current block of business diligently
• Follow up effectively with clients and carriers
• Execute illustrations for life insurance products
• Organize and prepare files for client meetings
• Establish relationships with life company partners for streamlined operations
Requirements:
• Relevant professional experience in insurance
• Completion of the Life License Qualification Program (LLQP)
• Knowledge of life...
Join a well-established estate planning team at RBC Wealth Management Financial Services Inc. in Ottawa. You will play a crucial role in providing superior service to high-net-worth clients while managing various administrative tasks. Engage with clients, coordinate with wholesalers, and enhance the overall client interaction process.
Key Responsibilities:
• Service the current block of business diligently
• Follow up effectively with clients and carriers
• Execute illustrations for life insurance products
• Organize and prepare files for client meetings
• Establish relationships with life company partners for streamlined operations
Requirements:
• Relevant professional experience in insurance
• Completion of the Life License Qualification Program (LLQP)
• Knowledge of life...