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.

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

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

Taxation and Advanced Case Life Insurance Specialist

Key skills