Planner Jobs in Lake Country, British Columbia, Canada
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Lake Country, British Columbia, Canada
Top Benefits
About the role
Job Description
What is the opportunity?
A key member of an Estate Planning Specialist’s team within RBC Wealth Management Financial Services, the role of the High-Net-Worth Insurance Analyst is to deliver creative and easy to understand solutions that will allow the insurance sales professionals to meet the customized, advanced planning needs of their high-net-worth clients. In order to effectively assist in the development of customized solutions and fully understand complex client needs, the successful candidate requires strong technical ability along with outstanding communication and presentation software skills. While the High-Net-Worth Insurance Analyst helps contribute to overall team sales through their work, the main purpose of this role is to act as a consultant to the team’s client-facing insurance sales professionals.
What will you do?
Work in partnership with the Estate Planning Specialist’s team to help develop and close large life insurance cases. Prepare illustrations for life insurance products and concepts. Prepare custom presentations for large and complex insurance cases. Calculate and analyze complicated results from insurance planning opportunities. Create unique product presentations and conceptual material to be used with clients to illustrate the value of tax-effective insurance solutions in their wealth planning strategy. Conduct research to assist with the development of unique product solutions. Transfer knowledge to the Estate Planning Specialist’s team to clearly emphasize the value of a planning recommendation or concept. Prepare presentation material to be used in various marketing efforts of the Estate Planning Specialist’s team.
What do you need to succeed?
Must-have
A minimum of 4 years of professional experience in strategic insurance planning, in estate and tax planning for business owners and professionals, and in using insurance illustration software Post-secondary degree in Finance, Actuarial Science, Business Administration, or other related field Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs Financial security advisor duly registered with the Autorité des marchés financiers (AMF) Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Nice-to-have
Financial planner diploma granted by the Institute of Financial Planning
Chartered life underwriter (C.L.U.) designation Strong analytical and problem-solving skills
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 Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team
Job Skills
Additional Job Details
Address
2000 AV MCGILL COLLEGE, APP 1950:MONTRÉAL
City
Montréal
Country
Canada
Work hours/week
37.5
Employment Type
Full time
Platform
WEALTH MANAGEMENT
Job Type
Regular
Pay Type
Salaried
Posted Date
2026-08-05
Application Deadline
2026-08-31
Note: 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.
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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.
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About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.