All jobs within 50 km around Montréal in Real Estate

What we offer

• The opportunity to be a part of something big and meaningful with a positive impact.

• Opportunities for growth and access to a great network of professionals.

• Flexible in-person and remote work with a great office space in the heart of Montreal’s Old Port, or our office in the heart of Old Toronto.

• Transparent overall compensation package, offering fully funded benefits and insurance plans, along with both Health and Lifestyle spending accounts.

• Promotion of work life balance with 4 weeks vacation and 6 flex days.

• Virtual and in-person team building activities. 

• A friendly work environment that has diversity and inclusion at the heart of our priorities.

As a Senior Estate Specialist - reporting into the Manager, Professional Executor Solutions, you will:

• Manage professional estate, trust and PoA files where ClearEstate is acting as agent for our trust partner, providing fiduciary services for these accounts.

• Support all aspects of estate, trust and PoA administration, including asset discovery and documents required for probate, managing tasks, deadlines and quality control appropriately.

• Work closely with our Customer Success Managers, who manage the relationships and communications with the families/beneficiaries.

• Assign tasks as appropriate to our Junior Estate Professional team in support of your work.

• Liaise with our trust partner as needed to ensure prompt attention to account needs.

• Document and make recommendations for discretionary decisions in accordance with the governing document, applicable legislation and sound reason.

• Act as a point of contact with external professionals (notary, lawyers, tax accountants, etc).

• Communicate with government agencies, financial institutions and other third parties.

• Perform research as needed.

• Collaborate with your team and assist with client requests and other related tasks when needed.

• Maintain a deep understanding of current estate and trust related strategies and processes and occasionally support the creation and maintenance of internal and external content on these topics.

• Advise ClearEstate on any proposed and/or implemented changes to relevant legislation and regulations.

• Field estate and trust questions and provide training and support to ClearEstate staff and occasionally participate in the development of educational material.

• Occasionally participate in and/or deliver presentations externally, representing ClearEstate’s subject matter expertise.

• Provide feedback and test functionality for our Product team to develop our platform.

• Create and use templates for communicating with various stakeholders.

What is the opportunity?

We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counsellors, their clients, and other members of the Wealth Management team.

What will you do?

• Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts and how they fit into wealth preservation and wealth transfer strategies.
• Follow up on leads generated through the Wealth Management approach to business to ensure recordkeeping systems accurately reflect progress.
• Develop relationships with Will and Estate Consultants, Financial Planners, HNW Planning and Business Owner Specialists, and other members of the Wealth Management Services team, as well as Branch Management and staff.
• Use a variety of methods to grow revenue, such as client meetings, seminars, "lunch and learns", etc.

What do you need to succeed?
Must-have

• Active approval as a Financial security advisor with the Autorité des marchés financiers (AMF)
• Chartered life underwriter (C.L.U.) title, or registered life underwriter (R.L.U.) title, or financial planner diploma granted by the Institute of Financial Planning (or currently enrolled in such courses)
• University degree in related field
• Minimum of 5 years of seasoned sales experience in the Life Insurance industry
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
• Comprehensive experience in wealth preservation and wealth transfer concepts
• Ability to work effectively with peers and upper management and to be perceived by others as team player
• Project a positive and professional image to Investment Advisors/Counsellors, service partners, and external clients
• Actively pursue continuous learning and expanding knowledge on presentation and Insurance/Financial Planning skills
• Computer literate in Insurance Company Illustration software and various PC programs

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work

Job Skills

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉAL

MONTRÉAL

Canada

37.5

Full time

Wealth Management

Regular

Commission, Salaried

2024-01-29

2024-03-03

What is the opportunity?

We are looking for an Estate Planning Specialist to join the RBC Wealth Management Financial Services team. You will be responsible for achieving Individual Life and Living Benefit product revenue results and annual business plan targets. Using a team selling approach, you will partner with Investment Advisors and Investment Counsellors, their clients, and other members of the Wealth Management team.

What will you do?

• Collaborate and help educate Investment Advisors and Investment Counsellors in matters relating to insurance concepts and how they fit into wealth preservation and wealth transfer strategies.
• Follow up on leads generated through the Wealth Management approach to business to ensure recordkeeping systems accurately reflect progress.
• Develop relationships with Will and Estate Consultants, Financial Planners, HNW Planning and Business Owner Specialists, and other members of the Wealth Management Services team, as well as Branch Management and staff.
• Use a variety of methods to grow revenue, such as client meetings, seminars, "lunch and learns", etc.

What do you need to succeed?
Must-have

• Active approval as a Financial security advisor with the Autorité des marchés financiers (AMF)
• Chartered life underwriter (C.L.U.) title, or registered life underwriter (R.L.U.) title, or financial planner diploma granted by the Institute of Financial Planning (or currently enrolled in such courses)
• University degree in related field
• Minimum of 5 years of seasoned sales experience in the Life Insurance industry
• Bilingualism (English and French) required to serve our clients in the community with English-speaking needs
• Comprehensive experience in wealth preservation and wealth transfer concepts
• Ability to work effectively with peers and upper management and to be perceived by others as team player
• Project a positive and professional image to Investment Advisors/Counsellors, service partners, and external clients
• Actively pursue continuous learning and expanding knowledge on presentation and Insurance/Financial Planning skills
• Computer literate in Insurance Company Illustration software and various PC programs

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work