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 Counsellors, 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 recordkeeping systems accurately reflect progress.
• Develop relationships with Will and Estate Consultants, Financial Planners, HNW Planning and Business Owner Specialists, 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", etc.

What do you need to succeed?
Must-have

• Active approval as a Financial security advisor with the Autorité des marchés financiers (AMF)
• Chartered life underwriter (C.L.U.) title, or registered life underwriter (R.L.U.) title, or financial planner diploma granted by the Institute of Financial Planning (or currently enrolled in such courses)
• University degree in related field
• Minimum of 5 years of seasoned sales experience in the Life Insurance industry
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
• Comprehensive experience in wealth preservation and wealth transfer concepts
• Ability to work effectively with peers and upper management and to be perceived by others as team player
• Project a positive and professional image to Investment Advisors/Counsellors, service partners, and external clients
• Actively pursue 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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

What is the opportunity?

As a key member of the Private Banking team, the Private Banking Associate is responsible for creating an enhanced client experience by fulfilling on incoming servicing requests via email and phone and identifying unmet client needs through discovery in daily interactions. You will also champion digital education to enable our clients to engage with RBC through the channel of their choice.

What will you do?

• You will be an everyday banking expert specialized in delivering the Black Card Experience through high-level service and support, transaction excellence, digital education, and opportunity spotting

• As part of the Private Banking Associate team, you will understand and deliver a tailored client experience to all Private Banking clients for incoming servicing requests in person, via email, and over the phone

• Resolve client concerns at first point of contact in a highly professional, timely, and accurate manner

• Maximize the use of technology and champion digital education to enable our clients to engage with RBC through the channel of their choice

What do you need to succeed?

Must-have

• Minimum of 2 to 3 years of banking experience

• Strong written and verbal communication skills in English

• Strong working knowledge of Microsoft Office Suite

• Proven client service skills

• Excellent organizational skills

Nice-to-have

• Completion of IFC or CSC

• Post-secondary education in Commerce or Business Administration

Private Banking Associate roles may  permit hybrid work arrangements after a training period.

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

• 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 take on progressively greater accountabilities