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Added 35 mins ago
NB
Business Account Manager
National Bank of Canada
Brossard, QC
- Full-time
A career as Account Manager in the Commercial & Wealth management team means having the responsibility of growing the portfolio of business clients assigned to you. The varied and complex…
Added 2 hours ago
S
Customer Experience Associate - Blind River, ON (18.75 hours/week)
Scotiabank
Blind River, ON
- Full-time
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 2 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 5 hours ago
MW
Associate - Business Development & Wealth Management
Manulife Wealth
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Manulife Wealth | Diligence Wealth Management
Added 21 hours ago
RM
Sales Associate | Upper Canada Mall (October - January)
Rocky Mountain Soap Company
Newmarket, ON
- Temporary
The Product Advisor (Sales Associate) is responsible for creating a memorable, authentic, and sudsy experience in our stores, for all customers. Utilizing a wealth of natural product…
Added 23 hours ago
S
Customer Experience Associate - Whitehorse, YT (26.25 hours/week)
Scotiabank
Whitehorse, YT
- Full-time
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 day ago
NB
Wealth Management Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Wealth Management Associate in the Private Banking 1859 sector at National Bank, you will offer services and advice to a discerning high-net-worth clientele. In this role, you…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
London, 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 1 day ago
NB
Private banking associate
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Associate with Private Banking 1859 banking services at National Bank is an opportunity to offer wealth management services and advice to a discerning high-net-worth…
Added 1 day ago
NB
Wealth Associate
National Bank of Canada
Ottawa, 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 1 day ago
Customer Experience Associate - Clarenville, NFLD - 18.75 hours/week
Scotiabank
Clarenville, NL
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 day ago
PC
Transaction Services Senior Associate - Financial Services (Bilingual FR/EN)
PwC Canada
Vancouver, BC
- Full-time
Solid audit experience at a Senior Associate level
Added 1 day ago
RD
Senior Associate
RBC Dominion Securities
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Agassiz, BC
- Full-time
As an Auto Associate, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer experience.…
Added 1 day ago
RB
Senior Associate
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 1 day ago
Customer Experience Associate - Brossard, QC - 15 hours/week
Scotiabank
Brossard, QC
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 day ago
Customer Experience Associate - Parc & Fairmount, Montreal, QC - 18.75 hours/week
Scotiabank
Montreal, QC
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 day ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
Added 1 day ago
NR
Associate Portfolio Manager
North Road Investment Counsel
AB · Edmonton, AB
- Full-time
Job Title: Associate Portfolio Manager - Wealth Management
Added 1 day ago
CF
Private Client Administration Associate
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing…
Added 1 day ago
C
Developer, Quality Assurance & Automation
Croesus
Laval, QC
- Full-time
Croesus provides innovative, high-performance, and secure wealth management solutions that include portfolio management systems, portfolio rebalancing tools, and application programming…
Added 1 day ago
T
PIA Client Service Associate
TD
Toronto, ON
- Full-time
…and willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you…
Added 1 day ago
CF
Private Client Administration Associate
CI Financial
Toronto, ON
- Full-time
We are currently seeking a Private Client Administration Associate to join our Private Client Administration team. In this role, the successful candidate will be responsible for providing…
Added 1 day ago
SW
ScotiaMcLeod Administrative Associate - Waterloo
Scotia Wealth Management
Waterloo, ON
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 1 day ago
Customer Service Representative - Eglinton & Mavis, Mississauga (18.75 hrs/week)
Scotiabank
ON · Mississauga, ON
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…

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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