Advisor - Life, Health, & Wealth

RBC Insurance; Greater Toronto Area; Hybrid; CAD 50,000 - 65,000; Full time

Job summary

RBC Insurance is seeking an Insurance Advisor for a full-time hybrid role in downtown Toronto. This entry-level position involves providing expert advice to clients, assessing their insurance needs, and collaborating with stakeholders to build strong client relationships. Ideal candidates will have expertise in insurance and finance, along with strong communication skills.

Qualifications

• Entry level position requiring insurance expertise and strong communication skills.
• Proficiency in relevant software and systems is necessary.

Responsibilities

• Provide expert advice and consultation to clients on insurance needs.
• Build a book of clients through self-sourcing and maintain client relationships.

Skills

Insurance and Finance expertise

Consulting

Customer Service

Strong Communication

Interpersonal skills

Ability to analyze and assess client needs

Education

LLQP license

Tools

relevant software

Job description

Direct message the job poster from RBC Insurance

RBC Insurance Regional Director | Member of the Financial Advisors Association of Canada

Company Description

RBC Insurance is a market leader in providing a broad suite of insurance plans, including life, health, travel, and wealth accumulation solutions to individual, business owner, and corporate clients in Canada.

Role Description

This is a full-time hybrid role as an Insurance Advisor at RBC Insurance, located in downtown Toronto. The Insurance Advisor will be responsible for providing expert advice and consultation to clients, assessing their insurance needs, and recommending appropriate solutions. The role requires collaboration with various stakeholders, building a book of clients through self-sourcing, conducting client meetings, and maintaining strong relationships with clients.

Qualifications

• Insurance and Finance expertise
• Consulting and Customer Service skills
• Strong Communication and Interpersonal skills
• Ability to analyze and assess client needs
• Proficiency in relevant software and systems
• LLQP license or in the process of completion

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Health Care Provider
• Industries: Insurance