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Added 10 mins ago
VA
Registered Veterinary Technician, Emergency (ICU) , 404 Veterinary Emergency and Referral Hospital
VCA Animal Hospitals
Newmarket, ON
- Full-time
…24/7 advanced emergency and specialty care to our York Region community. Our team thrives in a connected, collaborative environment, supported by in-house specialists and our broader…
Added 24 mins ago
RD
Investment Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated…
Added 24 mins ago
RD
Associate- EN
RBC Dominion Securities
Montreal, QC
- Full-time
The RBC Dominion Securities Montréal Uptown branch is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 24 mins ago
RD
Associate
RBC Dominion Securities
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 25 mins ago
CI
Summer Associate Consultant (Intern)
Curinos Inc
Toronto, ON
- Internship
As a Summer Associate Consultant at Curinos you will take on real responsibility and be exposed to a diverse set of teams that collaborate to deliver solutions to clients. You will work…
Added 40 mins ago
LC
Associate Full Time Day
Loblaw Companies Limited
Paradise, NL
- Full-time
…impact is based on three pillars – Environment, Sourcing and Community – and we are constantly looking for ways to demonstrate leadership in these important areas. Our CORE Values – Care,…
Added 40 mins ago
RB
Associate
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities branch located in Vancouver is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 40 mins ago
RB
Associate Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
The RBC Dominion Securities Inc. (“RBC DS”) Branch located in downtown Vancouver is looking for an experienced Associate Advisor to join a premier Portfolio Manager (“PM”) team by providing…
Added 40 mins ago
CC
Assistant Store Manager
Canna Cabana
Fort Erie, ON
- $21 to $23 CAD / hour
- Full-time
High Tide Inc. is the leading community-grown, retail-forward cannabis enterprise engineered to unleash the full value of the world’s most powerful plant and is the second-largest cannabis…
Added 53 mins ago
BH
chiropractor
Blue Haven Wellness
Barrie, ON
- $51,800 to $157,000 CAD / year
- Part-time
- On-site
Added 54 mins ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 1 hour ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may…
Added 1 hour ago
IS
Sr. Site Management Assoociate
ICON Strategic Solutions
Canada
- Full-time
Sr. Site Management Associate (French Speaking)
Added 1 hour ago
WC
General Merchandise Assistant Manager
Walmart Canada
St. Albert, AB
- Full-time
…analyzes and utilizes sales/financial reports, economic trends and community needs to identify and respond to market changes while controlling expenditures. Communicates sales results…
Added 1 hour ago
CH
Senior Sales Manager
Concord Hospitality Enterprises
AB · Calgary, AB
- Full-time
At Concord Hospitality, we invest in our associates through training and development at all levels. Our “Associate First” culture supports growth, balance, and diversity.
Added 1 hour ago
W
Lead Warehouse Associate
Wesco
Sudbury, ON
- Full-time
As a Lead Associate in Operations, you will be responsible for assisting the Supervisor in directing the work of other associates and job assignments. You will also be responsible for…
Added 1 hour ago
W
Warehouse Associate
Wesco
Brockville, ON
- Full-time
As a Warehouse Associate you will be responsible for performing warehouse tasks including receiving, picking, packing, shipping, wire cutting, light assembly, as well as general maintenance…
Added 1 hour ago
Customer Experience Associate - Pembina & Killarney Branch, Winnipeg, MB (18.75 hours/week)
Scotiabank
Winnipeg, MB
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 hour ago
KT
warehouse associate
KMS Tools & Equipment
Kamloops, BC
- From $18.5 CAD / hour
- Full-time
- On-site
…at KMS Tools is an excellent opportunity to work within your community and in a dynamic and fast paced industry. We are currently hiring warehouse associates for our Kamloops location!…
Added 1 hour ago
NA
Manager - Experiential Learning & Career Education
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
…shape the future of education and make a real impact in our…
Added 1 hour ago
NA
Systems Analyst, Application Development
Northern Alberta Institute of Technology
St. Catharines, ON · Main Campus
- Full-time
…shape the future of education and make a real impact in our…
Added 1 hour ago
PS
Regional Organizer, Winnipeg
Public Service Alliance of Canada (PSAC)
Winnipeg, MB
- Full-time
Under the general supervision of the Associate Director, and as part of regional and national teams that include other regional office and headquarters staff, the Organizer builds the Union…
Added 2 hours ago
R
Estate Planning Associate (Financial Security Advisor)
RBC
Montreal, QC
- Full-time
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…
Added 2 hours ago
UO
Registration and Administration Associate
University of British Columbia
Vancouver, BC · LOFF | City Square (CITYS)
- $4,443 to $4,668 CAD / month
- Full-time
This Registration and Administration Associate position supports the registration processes among all UBC CPD programs and provides external support to learners and administrative support…

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.

Apply About employer

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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