Support high-net-worth estate planning clients in Montréal through insurance expertise, relationship building, and seamless administrative service at RBC Wealth Management.
RBC Wealth Management Financial Services Inc. seeks an Estate Planning Associate for a well-established estate planning team. You will support strategic insurance solutions, manage in-force business, and deliver proactive client service. The role requires bilingual English and French communication across Canada.
Key Responsibilities:
- Service the in-force block of business
- Follow up with clients, carriers, and partners
- Run life insurance product and concept illustrations
- Prepare documents and files for client meetings
- Build relationships with wholesalers, coordinators, and underwriters
Requirements:
- Professional insurance agency or equivalent industry experience
- AMF Representative's certificate in insurance of persons
- Knowledge of Life and Living Benefits insurance products
- Bilingual English and French communication skills
- Advanced Microsoft 365 proficiency, especially Excel
Bring client service, insurance knowledge, and organized follow-up to RBC's Montréal estate planning team supporting high-net-worth clients.
Estate Planning Associate Montréal employer: RBC
RBC is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation thrives and employees are empowered to grow. As a Senior Director in Toronto, you will lead a talented team in developing cutting-edge AI solutions that transform the banking experience for millions, while enjoying comprehensive benefits, professional development opportunities, and a commitment to community impact. Join us to be part of a collaborative environment that values diverse perspectives and champions your success.
