Estate Planning Associate (Financial Security Advisor)

RBC; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading wealth management firm as an Estate Planning Associate. You'll focus on enhancing client experience through impeccable service and administrative support, contributing to the growth of a high-performing estate planning team. The role requires insurance industry expertise and fluency in both English and French.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Opportunities for impactful work

Qualifications

• Must have professional experience in an insurance agency or similar role.
• Must obtain a representative's certificate issued by AMF.
• Knowledge of life insurance products is required.

Responsibilities

• Service in-force block of business and manage client follow-ups.
• Run illustrations for life insurance products.
• Prepare documents for client meetings.

Skills

Client Service

Bilingualism (English and French)

Interpersonal Skills

Deadline Management

Knowledge of Life and Living Benefits Insurance

Microsoft 365 Apps Proficiency

Education

Post-secondary degree

Representative's certificate in insurance of persons

Job description

Job Summary

Job Description

What is the opportunity?

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, the main focus of your role is to provide impeccable client service and to take care of administrative duties related to the management of in-force business. You will be a people person who loves social interactions and building relationships. You will participate in growing the business by providing a superior client experience, being proactive about follow-ups, and providing efficient 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 the business is handled efficiently
• Provide impeccable service to our clients

What do you need to succeed?

Must-have

• Professional work experience in an insurance agency or equivalent 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
• 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
• Excellent client service skills
• Experience with meeting tight deadlines and setting priorities; ability to 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 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, flexible benefits, and competitive compensation
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional 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 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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