Estate Planning Associate

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 Job Data by YubHub .