Home / Careers / Estate Planning Associate
0

Estate Planning Associate

0000050599 RBC Dominion Securities Inc.

Newmarket, Ontario, Canada Full time June 21, 2026
Apply Now

Opportunity 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 support for servicing of in-force policies and new business processes. Your role on the team is to assist with servicing & maintaining our existing clients along with promote business growth for a two successful Estate Planning Specialist.
 

What will you do?

  • Support Inforce servicing and respond to requests including, Inforce illustrations, cash surrender values, premium payment confirmation, all general/policy inquiries from Investment advisors & clients
  • Review all documentation and correspondence filing procedures and ensure an organized system is in place
  • Ensure client inquiries and any problems are responded to in a timely manner and that all activity is recorded in a contact management system.
  • Identify and put forward ideas to EPS to ...
    • Full time Other Sales and Related Workers

    Ready to Apply?

    Submit your application for Estate Planning Associate at 0000050599 RBC Dominion Securities Inc.

    Apply for this Position

    Opportunity Details

    Location Newmarket, Ontario
    Country Canada
    Type Full time
    Category Other Sales and Related Workers
    Posted June 21, 2026
    Deadline July 31, 2026

    About 0000050599 RBC Dominion Securities Inc.

    0

    0000050599 RBC Dominion Securities Inc.

    Newmarket, Canada

    Share This Opportunity