Estate Planning and Tax Consultant at RBC Insurance (Toronto)

Become a vital part of RBCs Insurance team as an Estate Planning and Tax Consultant. This role supports business growth through expert guidance in life insurance taxation and wealth strategies.

As a full time consultant, you will utilize your extensive knowledge in estate planning and taxation to enhance client relationships. With over five years of experience, your strategic approach to developing sales will enable you to identify untapped opportunities and provide advisory support as required. Building strong partnerships is essential to your success in this role.

Key Responsibilities: • Expertly advise on taxation and estate planning for insurance products • Implement client-focused sales strategies • Educate team on civil code and policy standards • Collaborate with business development teams to maximize revenue • Conduct client meetings and present at seminars

Requirements: • Must possess a Life Insurance License or CFP • Bilingual in English and French • 5+ years in Life Insurance sales • Strong knowledge of wealth transfer methodologies • Proactive approach to learning and relationship-building

Utilize your expertise to drive impactful client interactions at RBC Insurance in Montreal. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2ppmj0