Support high-net-worth estate planning clients in Montréal through insurance expertise, relationship building, and seamless administrative service at RBC Wealth Management.RBC Wealth Management Financial Services Inc. seeks an Estate Planning Associate for a well-established estate planning team. You will support strategic insurance solutions, manage in-force business, and deliver proactive client service. The role requires bilingual English and French communication across Canada.Key Responsibilities:Service the in-force block of businessFollow up with clients, carriers, and partnersRun life insurance product and concept illustrationsPrepare documents and files for client meetingsBuild relationships with wholesalers, coordinators, and underwritersRequirements:Professional insurance agency or equivalent industry experienceAMF Representative's certificate in insurance of personsKnowledge of Life and Living Advantages insurance productsBilingual English and French communication skillsAdvanced Microsoft 365 proficiency, especially ExcelBring client service, insurance knowledge, and organized follow-up to RBC's Montréal estate planning team supporting high-net-worth clients.

📌 Estate Planning Associate Montréal (Montreal)
🏢 RBC
📍 Montreal