As an Estate Planning Associate, the main focus of your role is to provide impeccable client ... Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter ...
As an Estate Planning Associate, the main focus of your role is to provide impeccable client ... Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter ...
Events Support Coordinator
Montreal, QC ยท On-site
Under the supervision of the Senior Events Administrative Associate, the incumbent will provide ... Coordinate all administrative aspects of event planning and implementation, including participant ...
Events Support Coordinator
Montreal, QC ยท On-site
Under the supervision of the Senior Events Administrative Associate, the incumbent will provide ... Coordinate all administrative aspects of event planning and implementation, including participant ...
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
Events Manager
Trois-rivieres, QC ยท On-site
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
Events Manager
Trois-rivieres, QC ยท On-site
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
Events Manager
Montreal, QC ยท On-site
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
Events Manager
Montreal, QC ยท On-site
... the Event Planner's experience. Ensuring and Providing Exceptional Customer Service Delivers ... We actively foster an environment where the unique backgrounds of our associates are valued and ...
Must have experience in event planning, be client focused, with excellent organizational, listening, problem solving, planning, and priority setting skills. * Demonstrated ability in a PC environment ...
Must have experience in event planning, be client focused, with excellent organizational, listening, problem solving, planning, and priority setting skills. * Demonstrated ability in a PC environment ...
Must have experience in event planning, be client focused, with excellent organizational, listening, problem solving, planning, and priority setting skills. * Demonstrated ability in a PC environment ...
Must have experience in event planning, be client focused, with excellent organizational, listening, problem solving, planning, and priority setting skills. * Demonstrated ability in a PC environment ...
Experience in communications planning, event planning and project management. * Bilingual in French and in English with excellent writing, proofreading, and editing skills. Preferred Qualifications
Experience in communications planning, event planning and project management. * Bilingual in French and in English with excellent writing, proofreading, and editing skills. Preferred Qualifications
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Own end-to-end event planning and execution for corporate events, town halls, and employee engagement activities - from strategy through to delivery * Act as a trusted advisor to senior leaders and ...
Associate
Montreal, QC ยท On-site
Enable Financial Planners by assisting with preparations for client meetings, and supporting the ... Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter ...
Associate
Montreal, QC ยท On-site
Enable Financial Planners by assisting with preparations for client meetings, and supporting the ... Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter ...
Overview WPP is looking for an Associate, Media Planning with a passion for marketing and a ... We have a variety of employee resource groups and host frequent in-office events showcasing team ...
Overview WPP is looking for an Associate, Media Planning with a passion for marketing and a ... We have a variety of employee resource groups and host frequent in-office events showcasing team ...
Events Operations Coordinator
Montreal, QC ยท On-site
... planning, coordination, and delivery of ICAO revenue-generating events, products, and services ... As part of the ICAO centralized event team, and under the guidance of the Head of BDU, the Events ...
Events Operations Coordinator
Montreal, QC ยท On-site
... planning, coordination, and delivery of ICAO revenue-generating events, products, and services ... As part of the ICAO centralized event team, and under the guidance of the Head of BDU, the Events ...
The program offers a strong foundation in financial planning, relationship building, and client ... events, professional development opportunities, and ongoing mentorship throughout the program.
The program offers a strong foundation in financial planning, relationship building, and client ... events, professional development opportunities, and ongoing mentorship throughout the program.
The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales ... Lead the planning, sourcing, and execution of territory promotional campaigns and events and, as ...
The Business Development Associate (BDA) plays an important role within the Advisor Channel Sales ... Lead the planning, sourcing, and execution of territory promotional campaigns and events and, as ...
Event Planning Associate information
How does an Event Planning Associate typically collaborate with vendors and internal teams to ensure event success?
What are the key skills and qualifications needed to thrive as an Event Planning Associate, and why are they important?
What are Event Planning Associates?
What are the 5 C's of event planning?
What jobs pay 2000 a day?
How to get a job in event planning with no experience?
How much do event planner assistants make?
Full-time
Posted 15 days ago
Job description
Job Description
What is the opportunity?
RBC Wealth Management Financial Services Inc. is currently seeking an Estate Planning Associate to join a well-established estate planning team. The team focuses on developing strategic insurance solutions that complement the wealth management needs of high-net-worth clients. As an Estate Planning Associate, the main focus of your role is to provide impeccable client service and to take care of administrative duties related to the management of in-force business. You will be a people person who loves social interactions and building relationships. You will participate in growing the business by providing a superior client experience, being proactive about follow-ups, and providing efficient and seamless administrative support.
What will you do?
- Service the in-force block of business
- Follow up with clients, carriers, etc.
- Run illustrations for life insurance products and concepts
- Prepare documents and files for client meetings
- Develop relationships with partnering life company wholesalers, case coordinators, and underwriters to ensure the business is handled efficiently
- Provide impeccable service to our clients
What do you need to succeed?
Must-have
- Professional work experience in an insurance agency or equivalent role within the industry
- Representative's certificate in insurance of persons issued by the Autorite des marches financiers (AMF)
- Knowledge of Life and Living Benefits insurance products
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Excellent client service skills
- Experience with meeting tight deadlines and setting priorities; ability to work independently
- Advanced proficiency in Microsoft 365 apps, especially Excel
Nice-to-have
- Post-secondary degree
- 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 bonuses, flexible benefits, and competitive compensation
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIMEAbout Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA