Associate, High-Net-Worth Insurance

RBC; Quebec; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

RBC is seeking a High-Net-Worth Insurance Associate for an 18-month contract role. The position involves providing analytical and administrative support, developing presentations, and assisting in financial planning. Ideal candidates will have strong communication and organizational skills, with a focus on enhancing client services.

Benefits

Dynamic, high-performing team

Opportunities for challenging work

Ability to make a lasting impact

Qualifications

• Minimum 2 years of experience in strategic estate, insurance, and tax planning.
• Bilingual (English and French) required.
• Advanced proficiency in Microsoft 365 apps.

Responsibilities

• Develop presentation materials for High-Net-Worth clients.
• Analyze clients' financial documents and prepare summaries.
• Provide financial projections integrating life insurance.

Skills

Communication

Organizational skills

Attention to detail

Analytical skills

Problem-solving skills

Education

Financial planning diploma

Chartered life underwriter (C.L.U.) designation

Tools

Microsoft 365

Job description

Job Summary

Job Description

What is the opportunity?

This opportunity is an 18-month contract with full-time hours and there is a possibility for contract extension or the position becoming permanent. The work arrangement is hybrid and flexible. As a High-Net-Worth Insurance Associate with RBC Wealth Management Financial Services Inc., you will provide analytical and administrative support to our Vice-President, Estate Planning Services, Advanced Markets, who helps our clients and advisory teams implement customized solutions that maximize wealth and address estate needs. To effectively assist in the development of customized solutions and the coordination of follow-ups with clients and key partners, you will require outstanding communication and organizational skills as well as solid experience in financial planning and presentation software skills.

What will you do?

• Work in partnership with the Vice-President, Estate Planning Services, Advanced Markets, to develop professional quality presentation materials for High-Net-Worth clients and advisors, including the technical and specialized material and analysis concerning financial planning.
• Analyze clients’ financial documents and prepare summaries and charts based on the information acquired.
• Assist with administrative duties, as required, including agenda management and scheduling.
• Provide complex financial projections for clients integrating life insurance with their current assets.
• Meet with key internal partners to prepare for client meetings and to recommend insurance amount based on the client situation and needs.

What do you need to succeed?

Must-have

• A minimum of 2 years of professional experience in strategic estate, insurance, and tax planning for business owners and professionals
• Financial planning diploma granted by the Institute of Financial Planning and/or representative's certificate in insurance of persons issued by the Autorité des marchés financiers (AMF)
• 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
• Advanced proficiency in Microsoft 365 apps, especially PowerPoint and Excel
• Meticulous attention to detail and excellent time management skills
• Ability to complete duties independently seeking out own answers and solutions
• A professional approach to all situations to create a positive working environment

Nice-to-have

• Chartered life underwriter (C.L.U.) designation
• Strong analytical and problem solving skills
• Passion for continuous learning and staying current on changes in tax, legal, and insurance regulations

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.

• Variety of assignments
• Opportunities to do challenging work
• Work in a dynamic, collaborative, progressive, and high-performing team
• Ability to make a difference and lasting impact

Job Skills

Additional Job Details

Address:

2828 BOUL LAURIER:QUÉBEC

City:

QUÉBEC

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2025-04-25

Application Deadline:

2025-07-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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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