Taxation and Advanced Case Life Insurance Specialist

Job Description

What is the opportunity?

We are looking for a tax and estate planning expert to support the RBC Insurance business development team to continue to grow our block of permanent insurance business. You will be partnering with Insurance Advisors, Wholesalers and Distributors to enable recommendations that drive the best outcome for their clients and help them achieve their tax and estate planning goals.

What will you do?

• 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.

What do you need to succeed?

Must-have:

• 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

What's in it for you?

• 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

RBC Insurance is an organization that succeeds by bringing out the best in its people. You’ll be part of a supportive, inclusive team that shares common values – including a fundamental respect for each other. At the heart of this is a commitment to diversity. RBC respects and responds to the many competing and evolving priorities in our lives – so you can focus on what you can do best – putting clients first.

Job Skills

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTRÉAL

City: Montréal

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-04-16

Application Deadline: 2026-05-04

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.