RBC Estate Planning Associate (Life Insurance) Full Time in Halifax, NS


Branch Halifax NS CA

Estate Planning Associate (Life Insurance)
Halifax, NS

Insurance background preferred. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking,…


What is the opportunity?

As part of a vibrant team that helps Wealthy Canadian Families plan for future generations, you will be responsible for processing the Life and Living Benefits Insurance New Business and Application process for a senior estate planning practice. You will be part of a team, and the position, although mostly administrative, incorporates inside sales & marketing to promote business growth within the practice.

What will you do?

You will be working directly with the Estate Planning Specialist and various other team members to process new policy applications as required

You will be responsible for coordinating, placing orders, and following up on all underwriting requirements;

You will also interact with Case Co-coordinators and Underwriters at various Life Insurance Companies

You will also be responsible for processing applications and entering information in the database system. (SmartOffice)

Finally, your responsibilities include meeting with the Estate Planning Specialist on a weekly basis as required

What do you need to succeed?


Post-secondary education in a related field

Minimum 2-3 years’ experience in a Professional Office Environment

Exceptional Customer Service Skills ( 2-3 years’ experience preferred )

Intermediate level knowledge and experience with MS Office


Insurance background preferred

Insurance Life License preferred

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.

Challenging work

Variety of assignments

Financial strength and a strong brand


Management that supports your work and progression

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .

Get Career Alerts
Stay in-the-know about great career opportunities at RBC. Sign up for Career Alerts 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 rbc.com/careers .

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Halifax
Address: Halifax
Work Hours/Week: 37.5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salary + Commission
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 04/15/2017
Req ID: 133850

Posting Notes: None

or proceed with Standard Application Form.

Employment Type: Full Time
Location: Halifax, NS, CA
Posted on: 2017-04-01
Posted by: