What is the opportunity?
We are looking for a Mandarin speaking Estate Planning Specialist to join the RBC Wealth Management Financial Services team for the GTA. You will be responsible for achieving Individual Life and Living Benefit product revenue results; and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counselors, their clients and other members of the Wealth Management team.
What will you do?
:Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts; and how they fit into wealth preservation and wealth transfer strategies.
:Follow up on leads generated through the Wealth Management approach to business to ensure record keeping systems accurately reflect your progress.
:Develop relationships with Will and Estate Consultants, Financial Planners, High Net Worth planners: Business Owner Consultants, and other members of the Wealth Management Services team; as well as Branch Management and staff
:Use a variety of methods to grow revenue: such as client meetings, seminars, lunch and learns
What do you need to succeed?
:Provincial Life Insurance License(s)
:CLU, CFP or ChFC designation or currently enrolled in such accredited courses
:University degree in related field
:5+yrs seasoned sales experience in the Life Insurance industry
:Excellent written, verbal English and Mandarin communication skills
:Comprehensive experience in "wealth preservation" and "wealth transfer" concepts
:Ability to work effectively with peers and upper management and to be perceived by others as team player
:Projects a positive and professional image to Investment Advisors/Counselors, service partners and external clients
:Actively pursues continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills
:Computer literate in Insurance Company Illustration software and various PC programs
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 and flexible benefits, competitive compensation, commissions, and stock where applicable
:Leaders who support your development through coaching and managing opportunities
:Ability to make a difference and lasting impact
:Work in a dynamic, collaborative, progressive, and high:performing team
:A world:class training program in financial services
Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We employ approximately 78,000 full: and part:time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 39 other countries. For more information, rbc.
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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, , ual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally:protected
Location: gta, Toronto