RBC Wealth Management Financial Security Advisor (Ottawa)

Join RBC Wealth Management as an Estate Planning Associate, focusing on high-net-worth clientele. Provide vital client service and support while managing administrative tasks. In this role, you will work in a well-established estate planning team, dedicated to creating customized insurance solutions. The position involves coordinating with clients and stakeholders while ensuring high-quality administrative support. Your proactive approach will contribute to growing our business and enhancing client experiences in the wealth management sector. Key Responsibilities: - Manage the in-force block of business diligently - Conduct timely follow-ups with clients and carriers - Produce illustrations for life insurance solutions - Assemble relevant documentation for client discussions - Collaborate with case coordinators and underwriters efficiently Requirements: - Experience within an insurance agency or similar role - Completion of Life License Qualification Program (LLQP) - Familiarity with Life and Living Benefits insurance - Notable client service expertise - Advanced skills in Microsoft 365 applications, especially Excel Bring your client service talent and knowledge of insurance to foster robust client relationships at RBC Wealth Management. Apply on Kit Job: kitjob.ca/job/2pe01a