# Estate Planning Associate

**Company**: RBC Wealth Management Financial Services Inc.
**Location**: Montréal, Quebec
**Job type**: full-time
**Category**: Insurance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MONTRAL-Quebec-Canada/Estate-Planning-Associate--Financial-Security-Advisor-_R-0000189921-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/estate-planning-associate-e742887a-7aa/

## Description

RBC Wealth Management Financial Services Inc. is seeking an Estate Planning Associate to join its estate planning team. The team develops strategic insurance solutions for high-net-worth clients. As an Estate Planning Associate, you will provide excellent client service, manage administrative duties, and contribute to business growth.

**Responsibilities**

- Service the in-force block of business

- Follow up with clients, carriers, and others

- 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

- Provide impeccable service to clients

**Requirements**

- Professional work experience in an insurance agency or equivalent role

- 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

- 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

**Benefits**

- 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

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## Skills

### Required
- insurance
- client service
- Microsoft 365
- Excel
- French
- English
- Life and Living Benefits insurance products

### Nice to have
- post-secondary degree
- high-net-worth clients

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/MONTRAL-Quebec-Canada/Estate-Planning-Associate--Financial-Security-Advisor-_R-0000189921-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)