Estate Planning Associate (Financial Security Advisor)

Royal Bank of Canada

  • Montreal, QC
  • Permanent
  • Full-time
  • 7 days ago
Job DescriptionWhat is the opportunity?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 SkillsAdditional Job DetailsAddress: 2000 AV MCGILL COLLEGE, APP 1950:MONTRÉALCity: MontréalCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-06-17Application Deadline: 2025-09-22Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Royal Bank of Canada