Estate Planning Associate

0000050599 RBC Dominion Securities Inc.

Full time Other Sales and Related Workers
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Location
Calgary, Alberta, Canada
Posted
March 23, 2026

Job Description

Job Description

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, marketing assistance and support for servicing of in-force policies. Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate Planning SpecialistWhat will you do?
  • Preparation of materials (Insurance Application(s) and accompanying documents, internal point of sale documentation, illustrations and concepts) for EPS meetings with prospects and clients.
  • Preparing quotations on various Insurance products
  • Ensure new applications are processed in our internal system and sent to the carrier
  • Manage pending cases and take the appropriate actions to oversee the completion of the case
  • Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the...

    • Job Details

    • Job Type
      Full time
    • Category
      Other Sales and Related Workers
    • Date Posted
      March 23, 2026
    • Application Deadline
      May 02, 2026