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Added 27 mins ago
SH
Client Services Associate
Superior Health and Safety Inc
Calgary, AB
- Full-time
- On-site
Added 28 mins ago
FI
Cyber Security Architect -Healthcare
Flexstaf I.T. Inc.
Canada
- Contract
Flexstaf client is seeking one Cyber Security Domain Architect to lead and provide expert advisory services within the Security Domain, with a primary focus on Azure Cloud, VMware Cloud…
Added 29 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Pincourt, QC
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 29 mins ago
SD
Assistant.e technique en pharmacie, rémunéré(e) à l’heure – PHX temps plein jour Embauche feu vert
Shoppers Drug Mart
Pincourt, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 59 mins ago
T
Personal Banking Associate Trainee
TD
Brampton, ON
- Full-time
…service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and…
Added 1 hour ago
A
Outside Field Sales Representative (Small Business Solutions) – Whitby Territory
ADP
Mississauga, ON
- $71,600 to $121,600 CAD / year
- Full-time
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 1 hour ago
A
Inside Sales Representative-Small Business Solutions (Hybrid)
ADP
Mississauga, ON
- $63,500 to $113,500 CAD / year
- Full-time
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 1 hour ago
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Outside Field Sales Representative (Small Business Solutions)
ADP
Burnaby, BC
- $71,600 to $121,600 CAD / year
- Full-time
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 1 hour ago
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Banking Relationship Sales Representative (Small Business Solutions)
ADP
Burnaby, BC
- $71,600 to $121,600 CAD / year
- Full-time
Our Sales teams are at the heart of ADP’s success. Every day, they earn client trust, solve complex business challenges, and build long‑term partnerships that help organizations thrive.
Added 2 hours ago
NB
Wealth Associate
National Bank of Canada
Ancaster, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 2 hours ago
U
Statistical Assistant
UNESCO
Montreal, QC
- From $53,996 CAD / year
…UNESCO and serves the Organization's 193 Member States and 12 Associate Members. The UIS produces cross-nationally comparable data for the global, regional and development agendas in…
Added 3 hours ago
B
Sr. Developer - Application Development JAVA N 4B
BrightClaim
AB
- Full-time
…measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active…
Added 3 hours ago
B
Sr. Developer - Application Development JAVA N 4B
BrightClaim
Montreal, QC
- Full-time
…measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active…
Added 3 hours ago
B
Sr. Developer - Application Development JAVA N 4B
BrightClaim
Montreal, QC
- Full-time
…measurable outcomes. With a strong partner ecosystem and decades of client trust, we provide innovative solutions that transform how businesses run. Powered by a team with an active…
Added 4 hours ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide concierge level administrative support to a successful Advisory Team.
Added 5 hours ago
PR
Royal Canin Pet Ambassador – EVENT
Premium Retail Services
Halifax, NS
- Internship
…We offer a flexible schedule to represent a significant pet client to increase brand awareness and elevate sales. Come join our team of elite Pet Ambassadors in a fun, pet-driven…
Added 5 hours ago
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Audit Associate - Winter 2027
RSM Canada
Calgary, AB
- Full-time
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize…
Added 7 hours ago
SD
Pharmacien(ne), rémunéré(e) à l’heure – PHX temps plein jour
Shoppers Drug Mart
Montreal, QC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 8 hours ago
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Vitality Glow Associate
Body Craft Esthetics
Summerside, PE
- Part-time
As a Vitality Glow Associate, you will be responsible for creating a welcoming, professional experience for every client while ensuring the Vitality area operates safely and efficiently.
Added 8 hours ago
UO
Associate Director, Health Services
University of Waterloo
Waterloo, ON · Health Services
- Full-time
The Associate Director, Health Services (ADHS) is accountable to support Campus Wellness senior leadership (University Medical Director and Director, Operations) in the strategic and…
Added 8 hours ago
AG
Project Manager
Adelphi Group
Toronto, ON
- Full-time
MRM//McCann is seeking a Project Manager. This role requires the ability to work independently, manage client and partner relationships, as well as taking direction from other team members…
Added 8 hours ago
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Senior Campaign Manager, Social
Adelphi Group
Toronto, ON
- Full-time
Partner with the Associate Director to provide insights that inform request for proposals (RFPs), decks, proposals and planning recommendations.
Added 8 hours ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
Prepare, write and present integrated media plans, proposals and analysis that satisfy client objectives and that go beyond the brief.
Added 8 hours ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
Prepare, write and present integrated media plans, proposals and analysis that satisfy client objectives and that go beyond the brief.
Added 8 hours ago
AG
Planner, Connections Planning
Adelphi Group
Toronto, ON
- Full-time
Prepare, write and present integrated media plans, proposals and analysis that satisfy client objectives and that go beyond the brief.

RBC

Estate Planning Associate (Financial Security Advisor)

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 9, 2026
Posting language: English
Posted: Oct 7, 2026

Original 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: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:

2026-10-07

Application Deadline:

2026-11-09

Note: 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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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 jobs.rbc.com.

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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More about this job

Responsibilities

The Estate Planning Associate will provide administrative support and impeccable client service for in-force insurance business. They will also prepare documentation, run insurance illustrations, and build relationships with internal and external partners.

Requirements

Candidates must have professional experience in an insurance agency and hold a representative's certificate in insurance of persons issued by the AMF. Proficiency in English and French is required, along with strong administrative and client service skills.

Skills

Insurance agency experience
Life insurance products
Living benefits insurance
Client service
Administrative support
Relationship management
Microsoft 365
Excel
Time management
Bilingualism
Insurance illustration software
High-net-worth client service

Benefits

Bonuses
Flexible benefits
Competitive compensation
Total rewards program

Visa sponsorship

Not detected in the job text

Keywords

Estate Planning
Insurance
Wealth Management
Financial Services
Life Insurance
Living Benefits
Client Service
Administrative Support
AMF Certification
Microsoft 365
Excel
High-net-worth
Insurance Illustration
Underwriting
Wholesalers
Case Coordination
Bilingual
Financial Security Advisor

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