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?
What do you need to succeed?
Must-have
Nice-to-have
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.
Job Skills
Additional Job Details
Address:
2000 AV MCGILL COLLEGE, APP 1950:MONTRÉALCity:
MontréalCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
WEALTH MANAGEMENTJob Type:
RegularPay Type:
SalariedPosted Date:
2026-04-30Application Deadline:
2026-05-25Note: 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
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.
Estate Planning Associate (Financial Security Advisor) • MONTRÉAL, Canada
A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IAs) with their<br/><br/>estate plann... Show more
MSI Gestion Immobilière is a company that manages apartment buildings in the Quebec City and Montreal area.We are looking for several rental agents to complete our team.Here are the details of the ... Show more
Become a successful entrepreneur?.Play a defining role in people's lives?.To be recognized for your consulting service?.Go ahead, take charge of your professional future!.Becoming a financial secur... Show more
Lynch & Associates is a boutique forensic accounting firm specializing in Personal Injury Litigation Support (Economic Loss Quantification, Accident Benefit Quantification etc.Fraud Examinations, a... Show more
Location: Montreal, QC (Hybrid - 4 days/week in the office).Duration: 06 Months Contract on T4 (possibility of extension or temporary to permanent).Bilingualism (French/English): Bilingual - Both w... Show more
Contract (6 Months) | Potential Extension.Millenilink is partnering with a large enterprise organization seeking an experienced Endpoint Security Lead to support a major endpoint hardening, applica... Show more
Our client 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 ... Show more
Every day, our passionate team makes a difference for our residents.A human-centered approach is at the heart of our company philosophy.Furthermore, COGIR Real Estate's success is based on excellen... Show more
Chez Olymel, nous croyons en l’innovation, la qualité et la croissance durable.Nous sommes à la recherche de Conseiller à la prévention pour rejoindre notre équipe dynamique.Si tu es motivé par un ... Show more
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provid... Show more
What is the opportunity? We are looking for self‑motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Adviso... Show more
Application Deadline: 05/29/2026 Address: 1299 avenue Greene Job Family Group: Retail Banking Sales & Service Join BMO – imagine the possibilities.Are you looking for a chance to let your entre... Show more
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Show more
RBC Wealth Management Financial Services Inc.Estate Planning Associate to join a well-established estate planning team.The team focuses on developing strategic insurance solutions that complement t... Show more
Elevate the real estate industry as a Designated Broker.Support and manage agents in Saskatchewan through strategic compliance, training, and innovative operational practices.This position serves a... Show more
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr... Show more
CGIC is seeking a Financial Security Advisor to work independently from Quebec.This vital position focuses on building client relationships, financial planning, and community engagement.In this rol... Show more
Every day, our passionate team makes a difference for our residents.A human-centered approach is at the heart of our company philosophy.Furthermore, COGIR Real Estate's success is based on excellen... Show more
Excellent opportunity to represent Canada's most trusted financial services company.Offer financial services, advice, and products to clients.Exceptional training and coaching.Sun Life Financial ad... Show more
Manager, Tax Retirement and Estate Planning Services.Location: Hybrid - Anywhere in Canada.The total target compensation (TTC) range, including salary and target bonus, is $117,600 - $166,880.This ... Show more
