Estate Planning Associate (Financial Security Advisor)

InsuranceWorks.ca; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A prominent financial services provider is seeking an Estate Planning Associate to enhance their estate planning team. The role emphasizes client service and administrative support, particularly for high-net-worth clients, fostering business growth through proactive engagement and relationship development.

Benefits

Comprehensive Total Rewards Program

Opportunities for professional growth

Dynamic, high-performing team environment

Qualifications

• Professional experience in an insurance agency or similar role.
• Must hold insurance representative's certificate.
• Knowledge of Life and Living Benefits insurance products is essential.

Responsibilities

• Service the in-force block of business.
• Follow up with clients and carriers.
• Prepare documents and files for client meetings.

Skills

Client service skills

Bilingual in English and French

Advanced proficiency in Microsoft 365 apps

Education

Post-secondary degree

Representative's certificate in insurance of persons

Job description

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, your main responsibilities include providing excellent client service and managing administrative duties related to in-force business. You should enjoy social interactions and building relationships, contributing to business growth through superior client experience, proactive follow-ups, 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 efficient business handling
• Provide impeccable service to clients

What do you need to succeed?

Must-have

• Professional experience in an insurance agency or similar role within the industry
• Representative's certificate in insurance of persons issued by the Autorité des marchés financiers (AMF)
• Knowledge of Life and Living Benefits insurance products
• Bilingual in English and French, to serve clients and collaborate with RBC partners across Canada
• Excellent client service skills
• Ability to meet tight deadlines, prioritize, and 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 foster a culture of growth, collaboration, and making a difference. Our benefits include a comprehensive Total Rewards Program, opportunities to challenge yourself, and to work in a dynamic, high-performing team.

Job Details

Address: 2000 AV MCGILL COLLEGE, APP 1950, MONTRÉAL

City: MONTRÉAL

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-06-17

Application Deadline: 2025-07-14

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

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