Financial Security Advisor, Insurance

Royal Bank of Canada>; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Montreal seeks a self-motivated Life & Wealth Advisor for its Field Sales team. The role involves providing integrated life insurance planning and advice. Candidates should have a post-secondary degree, a Life License (or the intention to obtain one), and strong client relationship skills. Enjoy competitive compensation, paid vacations, and extensive support resources for career development.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings and profit-sharing

Outstanding training programs

Qualifications

• Life License (HLLQP / LLQP) Insurance certification or willingness to complete it.
• Strong ambition to succeed in business development and prospecting.
• Ability to develop and maintain strong client relationships.
• Professional sales experience with an entrepreneurial mindset.
• Existing network of referrals within the community.
• Digital literacy using various systems and tools.

Responsibilities

• Connect with clients to understand life events and provide comprehensive advice.
• Promote a client-first mindset by meeting clients conveniently.
• Develop and deepen client relationships through system tools.
• Contribute to team sales success through individual goals achievement.
• Capitalize on market opportunities and referrals.
• Review business results and adjust activities to meet targets.
• Deliver on RBC’s vision as a trusted financial institution.

Skills

Communication

Competitive Markets

Cross‑Selling

Customer Knowledge

Customer Needs

Interpersonal Relationship Management

Life Insurance

Perseverance and Follow‑Through

Sales

Sales Activities

Education

Post‑secondary degree or equivalent

Tools

Salesforce

Job description

Job Description

What is the opportunity?

We are looking for self‑motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP / LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full‑suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help deep‑en your client relationships through effective opportunity spotting and honest sales practices. We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.

What will you do?

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
• Promote a client‑first mindset in a digital environment by meeting clients when it is most convenient for them
• Develop and deepen client relationships with the use of Salesforce and other compliant customer tools / electronic forms
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
• Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
• Regularly review individual business results and adjust activities as required to meet established targets
• Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

What do you need to succeed?

Must have

• Post‑secondary degree or equivalent
• Life License (HLLQP / LLQP) Insurance of persons certification or the willingness to complete it prior to start date
• Business development and prospecting skills with a goal‑oriented attitude with a strong ambition to succeed
• The ability to develop and maintain strong client relationships
• Professional sales experience with an entrepreneurial mindset
• An existing network of referrals within the community
• Digital literacy using a variety of systems and tools

Nice to have

• Professional sales experience in the insurance domain
• Fluency in English to serve our clients in the community with English speaking needs.
• Industry Designations Preferred : CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

What’s in it for you?

• The resources and support you need to develop your client portfolio and advance your career goals
• 3 weeks paid vacation
• A comprehensive compensation package and incentives that recognize strong performance
• Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
• Employee savings, profit‑sharing, and pension options to help you grow your savings and plan for future financial security
• Outstanding training programs and opportunities for career development
• RBCI software tools to boost your productivity

#LI-ML1

Job Skills

Communication, Competitive Markets, Cross‑Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow‑Through, Sales, Sales Activities

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 : 2025-07-26

Application Deadline :

2026-01-05

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

I nclusion 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.

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