Join Royal Bank of Canada as a Full-Time Estate Planning Associate in beautiful Nova Scotia. This role is perfect for individuals skilled in insurance coordination and client service.

This Estate Planning

Associate position offers a unique opportunity to prepare quoting, manage meetings, and handle essential underwriting tasks. You will engage with life insurance wholesalers and ensure exceptional service for clients. Success will require strong organizational skills and an independent work ethic. Key Responsibilities:

- Coordinate order placement and underwriting follow-ups
- Prepare necessary quotations for insurance products
- Manage meeting schedules and file preparations
- Build strong relationships with stakeholders in life insurance
- Deliver outstanding client service during all procedures

Requirements:

- At least 2 years of experience in an insurance agency
- Knowledge in Life and Living Benefits products
- Solid client service and deadline management skills
- Competent in Microsoft Office Suite, especially Excel
- Preference for those holding a relevant post-secondary degree

Start your journey in estate planning with Royal Bank of Canada, focusing on exceptional service and insurance expertise.

📌 Full-Time Estate Planning Associate Role (Bridgewater)
🏢 Tobermory
📍 Bridgewater