High-Net-Worth Insurance Analyst

RBC • Montreal, QC

1d • Onsite

About The Position

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.

Requirements

• 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 Haves

• Financial planner diploma granted by the Institute of Financial Planning
• Chartered life underwriter (C.L.U.) designation
• Strong analytical and problem-solving skills

Responsibilities

• 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.

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level