of in-force policies. Your role on the team is to assist with sales & marketing to promote business growth for a successful Estate... Planning Specialist. What will you do? Preparation of materials (Insurance Application(s) and accompanying documents...
management strategies. Work closely with the Senior Portfolio Manager, and RBC planning experts (Financial Planning, Estate... industry, ideally with HNW clients and at least 2 years in client-facing roles such as financial planning or associate...