Royal Bank of Canada situated in 333 7 AVE SW:CALGARY is currently looking for applications for the role of Estate Planning Associate who is a self-motivated individual with excellent interpersonal skills. The selected candidate must start work promptly. The available positions are for Full time job.

Employer Name : Royal Bank of Canada
Position : Estate Planning Associate
Salary : CAD 75,000 – CAD 115,000+ annually
Work hours/week : 37.5
Employment type : Full-time
Location : 333 7 AVE SW:CALGARY

The candidate will be required to prepare all necessary materials, including insurance applications, supporting documents, internal sales documentation, and illustrations, for EPS meetings with prospects and clients.

The candidate must prepare accurate quotations for a variety of insurance products.

The candidate must ensure that all new insurance applications are correctly processed in the internal system and forwarded to the carrier.

The candidate must manage all pending cases and take the necessary steps to ensure their completion.

The candidate must build strong relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure smooth business operations.

The candidate will be required to support and maintain the Inforce Service program effectively.

The candidate must deliver exceptional client service at all times.

The candidate will be required to design and execute marketing initiatives on social media using internal platforms and externally, i.e. LinkedIn.

Job Requirements

The candidate will be required to possess a minimum of two years’ experience in an insurance agency or an equivalent industry position.





The candidate must have strong knowledge of Life and Living Benefits insurance products.

The candidate must have excellent client service skills.

The candidate must have proven ability to meet deadlines, prioritize tasks, and work independently.

The candidate must have strong proficiency in Microsoft Office, including Excel.

The candidate must hold a valid Life Insurance license and have completed LLQP certification.

The candidate must have a post-secondary degree, which will be considered an asset.

The candidate must have experience providing service to high net worth clients.

The candidate must demonstrate experience with marketing campaigns designed to raise business awareness.

The candidate will receive a comprehensive Total Rewards Program, which includes bonuses, flexible benefits, competitive compensation, commissions, and stock where applicable.

The candidate will receive support from leaders who provide coaching and manage development opportunities.

The candidate will have the ability to make a difference and create a lasting impact.

The candidate will work in a dynamic, collaborative, progressive, and high-performing team.

Job Skills

The candidate must demonstrate strong client counseling skills.

The candidate must identify and address customer needs accurately and efficiently.

The candidate must provide outstanding customer service at all times.

The candidate must manage customer service operations effectively.

The candidate must have strong skills in solving problems as part of a team.

The candidate must develop and implement long-term plans for client success.

The candidate must demonstrate robust multi-level communication skills.

The candidate must provide detailed knowledge and support for all product services.

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📌 Estate Planning Associate (Alberta)
🏢 Royal Bank of Canada
📍 Alberta