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Estate Planning Associate (Contract)


This is a Contract position in Toronto, ON posted April 28, 2021.


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 insurance quotations, new policy applications and servicing of in-force policies. Your role on the team is to ensure new business is processed quickly and efficiently and to achieve business growth for a successful team.

Please note: This role will be working from home at present, but in future will return to the office located at 200 Bay Street.


What will you do?


  • Preparing quotations on various Insurance products
  • Meeting and file preparation
  • Processing new business through the underwriting process to contract issue
  • Maintenance of inforce block of business
  • Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficiently
  • Provide exceptional client service


What do you need to succeed?



  • Minimum 5  years’ experience working in an Insurance Agency or equivalent role within the industry
  • Life Insurance Licensed, LLQP preferred
  • 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 


  • Post-secondary degree considered an asset
  • Experience with 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 competitive compensation, bonuses, and flexible benefits
  • 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 
  • Continuous learning experience




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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

City:  Toronto 
Address:  200 Bay Street, 25th Floor, 
Work Hours/Week:  37.5 
Work Environment:  Office 
Employment Type:  Contract 
Career Level:  Experienced Hire/Professional 
Pay Type:  Salary + Variable Bonus 
Required Travel (%):  0 
Exempt/Non-Exempt:  N/A 
People Manager:  No 
Application Deadline:  05/11/2021 
Platform:  Wealth Management 
Req ID:  336178
Ad Code(s):