Full time

Estate Planning Associate

Posted by 0000050599 RBC Dominion Securities Inc. • March 23, 2026

📍 Calgary, Alberta, Canada

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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

Location Calgary, Alberta
Job Type Full time
Category Other Sales and Related Workers
Posted March 23, 2026
Deadline May 02, 2026

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