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Taxation and Advanced Case Life Insurance Specialist- EN

Student-Friendly Entry-Level
Company

RBC Insurance

Location

montreal (administrative region), Canada

Posted

May 26, 2026

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About This 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.

Responsibilities

  • 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...