RBC

Taxation and Advanced Case Life Insurance Specialist

RBC

full-time

Posted on:

Location Type: Office

Location: Montréal • Canada

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About the role

  • You will act as an expert for estate planning & taxation as it pertains to life, living benefit and wealth products utilizing strategic thinking and expert planning skills to assist in achieving retirement and estate planning objectives.
  • Develop and implement sales strategies to proactively attract, acquire, and retain clients as well as identify opportunities to increase profitability.
  • Recognized as an expert in tax planning with innate leadership qualities to provide advisory/wholesaler service on general policies and industry guidelines, with a strong focus on civil code
  • Collaborate with sales enablement to help educate Advisors, Wholesalers and Distributors in matters relating to insurance concepts; and how they fit into wealth preservation and wealth transfer strategies.
  • Partner with distribution Business Development Managers, Leaders, Wholesalers and Advisors to grow revenue through a variety of methods including during client meetings, seminars and roadshows.

Requirements

  • Provincial Life Insurance License(s) or CFP
  • 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.
  • Strong knowledge of civil code
  • 5+ yrs seasoned sales experience in the Life Insurance industry
  • Comprehensive experience in “wealth preservation” and “wealth transfer” concepts
  • The ability to develop and maintain strong partners/colleagues’ relationships
  • Actively pursues continuous learning and expanding knowledge on presentation and Insurance / Financial Planning skills
  • Nice to Have: Law degree with estate planning background and/or CPA
  • Marketing and/or communications experience
  • Computer literate in Insurance Company Illustration software
  • TEP or other tax certification
Benefits
  • A Total Rewards program that includes flexible benefits, work/life balance and career development programs and investment and retirement savings plans
  • Competitive pay and high-earning potential
  • All the tools, training, and team support you need to grow your career
  • Flexible work/life balance options
  • Sophisticated RBCI software tools to boost your productivity
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
estate planningtaxationsales strategieswealth preservationwealth transferinsurance conceptspresentation skillsfinancial planning
Soft Skills
strategic thinkingleadershiprelationship buildingcollaborationcontinuous learning
Certifications
Provincial Life Insurance LicenseCFPTEPCPA