Financial Security Advisor, Insurance

RBC; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank in Montreal is seeking a self-motivated Life & Wealth Advisor to join their Field Sales team. This role involves providing integrated life insurance planning and advice to clients, developing strong client relationships, and achieving sales goals. Candidates should have a post-secondary degree and Life Insurance certification or the willingness to obtain it. A comprehensive compensation package and career advancement opportunities are offered, along with a client-first approach in a supportive work environment.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings and profit-sharing options

Outstanding training programs

Qualifications

• Post-secondary degree required or equivalent.
• Life Insurance certification needed before starting.
• Professional sales experience with an entrepreneurial mindset.

Responsibilities

• Connect with clients to provide comprehensive financial advice.
• Develop client relationships using Salesforce and other tools.
• Regularly review business results and adjust activities.

Skills

Business development and prospecting skills

Strong ambition to succeed

Digital literacy

Ability to develop strong client relationships

Professional sales experience

Existing network of referrals

Education

Post-secondary degree or equivalent

Life License (HLLQP/LLQP)

Tools

Salesforce

Job description

Job Description

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 deepen 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

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: 2026-01-19

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.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.