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0000050079 London Branch Of Royal Bank Of Canada

Estate Planning Associate (Financial Security Advisor)

MONTRÉALonsitejunior

Posted today · via Workday

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About this role

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.…

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1

Skills match

For this role: express

2

Level fit

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3

Domain experience

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4

Recency

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5

Location fit

This role is based in MONTRÉAL. We weight your proximity and willingness to relocate.

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Skills in this role

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