Consumer Opinion Research Participant

gl; Prévost; Remote; CAD 54,000 - 66,000; Full time

Job summary

RBC is seeking a bilingual Licensed Insurance Advisor for Home & Auto. You will provide insurance advice to clients by phone, helping them protect what’s important and gain peace of mind.

The role is remote, full-time, offering CA$60,000 yearly, with a comprehensive rewards program. You will engage clients, educate on digital banking, respond to inquiries, and collaborate with RBC partners to meet client goals. Bilingual English/French required.

Qualifications

• Mutual Funds accreditation or willingness to obtain it (Investment Funds in Canada or CSC).
• Proven passion for putting clients first in a target-driven sales environment.
• Strong problem-solving and relationship-building skills.
• Flexible, eager to learn, with strong ethics and drive for success.
• Digital literacy across devices (phones, tablets, laptops).
• Bilingualism in English and French is required.

Responsibilities

• Proactively engage with clients in-branch and in the community to uncover banking needs and sales opportunities.
• Educate clients, demonstrate digital banking, and deliver memorable experiences to drive sales and retention.
• Respond to client-initiated contacts and handle a full range of financial transactions.
• Listen actively to understand individual needs and resolve banking issues.
• Collaborate with RBC partners to maximize referrals and opportunities.

Skills

Mutual funds accreditation

Client-first mindset

Problem-solving

People skills

Flexibility

Learning mindset

Digital literacy

Bilingual (EN & FR)

Job description

As an RBC bilingual Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s important and get peace of mind.

CA$60,000.00 yearly

Remote

Full‑time

Experience & Qualifications: A minimum of 2 years of verifiable sales experience is required. Please note that general retail roles (e.Formal training in a recognised sales methodology (e.MEDDIC...

What is the opportunity?

This unique position calls on your client‑focused sales expertise and natural problem‑solving skills to maximise each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help clients achieve their goals. Whether you’re demonstrating to a client how to use digital banking, on‑boarding a new client, or referring a complex opportunity to a specialist, your expertise will contribute to creating meaningful and memorable client experiences to drive client satisfaction and loyalty.

What will you do?

• Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
• Respond to client‑initiated contact, assisting them with a full range of financial transactions
• Actively listen and engage clients in conversation to further understand their individual needs
• Proactively take ownership of resolving and preventing client banking problems
• Cultivate and maintain relationships with partners to make the most of business opportunities and referrals

What do you need to succeed?

Must‑have

• Mutual Funds accreditation, or willingness to obtain it (i.e., Investment Funds in Canada or the Canadian Securities Course)
• Demonstrated passion for putting clients first, as well as success in a hands‑on, target‑driven sales environment
• Problem‑solving and people skills, with the ability to build strong relationships and proactively connect with clients
• Flexibility, eagerness to learn, strong personal ethics, and a hunger for success
• Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French‑speaking needs.

Nice‑to‑have

• Strong track record of building and maintaining client relationships in the finance or service sector

What's in it for you?

• We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation.
• A world‑class training program in financial services
• Excellent career development and access to a variety of job opportunities across business and geographies
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high‑performing team

Job Skills: Advice Based Solutions, Client Centricity, Client Discovery, Communication, Critical Thinking, Curious Mindset, Data Analysis, Digital Literacy

Additional Job Details

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Posted Date

2025-11-01

Application Deadline

2026-09-01

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.