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Added 5 hours ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 6 hours ago
B
Operational Technology Cybersecurity Lead
BGIS
Toronto, ON
- Full-time
…champion cybersecurity governance, risk management and operational security for client-facing Smart Building and OT…
Added 8 hours ago
Director, Talent Acquisition and Employee Success
Tigera
Vancouver, BC
Tigera - the pioneer behind Calico and Lynx - is defining the future of AI agent security, workload governance, and cloud-native networking. As autonomous AI agents, LLM frameworks, and…
Added 16 hours ago
DB
Part Time Bridal Sales
David's Bridal
Toronto, ON · Scarborough, ON
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 17 hours ago
W
HSE Specialist
Worley
AB · Edmonton, AB
- Full-time
The HSE Advisor facilitates the safe performance of work. The aim of this role is to utilize professional judgement in assessing risk, reviewing risk and work practices, and determining the…
Added 18 hours ago
PC
310 Certified Technician
Parsons Corporation
Markham, ON
- Full-time
4+ years of practical experience in an automotive service or advisor role is an asset
Added 19 hours ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
Added 20 hours ago
A
Everyday Banking Advisor - Chestermere (12 Month Term)
ATB
Chestermere, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 22 hours ago
NH
Health, Safety and Sustainability Advisor
New Horizon Co-op
Grande Prairie, AB
- Full-time
New Horizon Co-op is hiring a Health, Safety and Sustainability Advisor at our Resource Office in Grande Prairie, Alberta.
Added 22 hours ago
DB
Part Time Bridal Sales
David's Bridal
London, ON
- Part-time
Become the trusted advisor to his or her customer by completing training in a timely manner and continually building product knowledge and fashion trend expertise.
Added 1 day ago
AF
Everyday Banking Advisor - Chestermere (12 Month Term)
ATB Financial
Chestermere, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 1 day ago
A
Everyday Banking Advisor - Oyen (6-12 Months Term)
ATB
Oyen, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 1 day ago
KC
Manager - Copilot and AI Productivity
KPMG Canada
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 1 day ago
PC
Cloud Architecture & Engineering, Director
Pwc Canada
Ottawa, ON · Toronto, ON
- Full-time
Provide technical guidance on compute, storage, networking, security, identity, data services, and DevOps tooling.
Added 1 day ago
C
Operations Solutions Architecture Advisor
COFOMO
Levis, QC
- Full-time
Integrate functional and non-functional requirements into solutions, including security, availability, performance, resiliency, observability, scalability, and cost containment;
Added 1 day ago
1
HR & Safety Manager
1c6a6601-4bcf-4b69-84f5-8497aea7042a
BC
- $90,000 to $120,000 CAD / year
Lead and support the HR Advisor and Payroll & Benefits Coordinator.
Added 1 day ago
K
Security Analyst - Government Site - Full Time
Kandor
Calgary, AB
- Full-time
Prepare, organize, and maintain documentation for law enforcement requests as directed by the Security Advisor.
Added 1 day ago
AI
Health and Safety Advisor
American Iron & Metal (AIM)
Hamilton, ON
- Full-time
The Health and Safety Advisor will work out of our site in Hamilton, ON and will be responsible for planning, organizing, coordinating, and overseeing activities related to the prevention…
Added 1 day ago
E
Scheduling Specialist
Enbridge
Calgary, AB · Edmonton, AB
- Full-time
…excellence and innovation. We are seeking a Senior Project Controls Advisor to join our Alberta based…
Added 1 day ago
MF
C4 Delegated Social Worker Float FT/Temporary (18 Months)
METIS FAMILY SERVICES
Surrey, BC
- Full-time
Added 1 day ago
MF
C4 Delegated Social Worker Float FT/Permanent
METIS FAMILY SERVICES
Surrey, BC
- Full-time
Added 1 day ago
Instrumentation Technician
Trans Mountain
BC · North Thompson, Brit
Added 1 day ago
E
Advisor, Supply Chain Management Major Projects,
Enbridge
Calgary, AB · Edmonton, AB
- Full-time
…operational excellence, innovation, and sustainable growth. As an Advisor, Supply Chain Management Major Projects, you will play a key role in supporting our SCM Projects team by ensuring…
Added 1 day ago
P
Software Developer
PolicyAdvisor
Oakville, ON
- $70,000 to $80,000 USD / year
- Full-time
Leverage technologies like RAG, semantic search, and speech AI for real-time advisor-client interactions
Added 1 day ago
RF
Controller - ICI Roofing
Recruiting For Less
Toronto, ON
- $90,000 to $110,000 CAD / year
- Full-time
Ensure that the security system is kept up to date and handle any problems that may occur. Keep all extra keys for outer and inner doors under safe keeping. Update all security system and…

RBC

Estate Planning Associate (Financial Security Advisor)- EN

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</a/span>

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

Manage and service the in-force insurance business by following up with clients and carriers, preparing insurance illustrations, and organizing documents for client meetings. Build relationships with life insurance partners and provide efficient, high-quality administrative support and client service.

Requirements

Requires professional experience in an insurance agency or an equivalent industry role, an AMF Representative's Certificate in Insurance of Persons, and knowledge of life and living benefits insurance products. Candidates must be bilingual in English and French, have strong client service and prioritization skills, work independently under tight deadlines, and be proficient in Microsoft 365, especially Excel.

Skills

Client Service
Relationship Building
Insurance Administration
Life Insurance
Living Benefits Insurance
Insurance Illustrations
Client Follow-Up
Meeting Preparation
Stakeholder Coordination
Deadline Management
Prioritization
Independent Work
Microsoft 365
Microsoft Excel
High-Net-Worth Client Service

Benefits

Bonuses
Flexible Benefits
Competitive Compensation

Visa sponsorship

Not detected in the job text

Keywords

Estate Planning
Wealth Management
Financial Services
Insurance
Life Insurance
Living Benefits Insurance
High-Net-Worth Clients
In-Force Business
Insurance Illustrations
Client Service
Client Follow-Up
Administrative Support
Client Meetings
Life Insurance Wholesalers
Case Coordinators
Underwriters
AMF Representative's Certificate in Insurance of Persons
Microsoft 365
Microsoft Excel
Deadline Management
Prioritization
Relationship Building

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