Estate Planning Associate (Financial Security Advisor)
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Posted by 0000050007 Royal Bank of Canada on the hiring system it uses for its careers page; applications go straight to the company.
Can I apply?
- Full-time
- Work permit not stated
- 37.5 h/week
- Requires English + French
Full-time (37.5 h/week) Estate Planning Associate in RBC Wealth Management's Montréal estate planning team, focused on in-force insurance business service and client follow-up.
Must-haves: insurance agency or equivalent experience, an AMF representative's certificate in insurance of persons, knowledge of life and living benefits products, and advanced Microsoft 365 (especially Excel).
Bilingual English and French is required, as the role serves clients and partners across Canada.
Salary not stated; posting closes 2026-11-09 (applications accepted until 11:59 PM the day before).
From the posting
- locations
ATS location: MONTRÉAL, Quebec, Canada
- employment types
Full time
- hours per week
37.5
- languages required
Bilingualism (English and French) required
- actionable
Estate Planning Associate to join a well-established estate planning team
- job function
provide impeccable client service
- role family
RBC Wealth Management Financial Services Inc.
- skills
Advanced proficiency in Microsoft 365 apps, especially Excel
- skills
Knowledge of Life and Living Benefits insurance products
- skills
Run illustrations for life insurance products and concepts
Job description
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:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-10-07Application Deadline:
2026-11-09Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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