Financial Security Advisor, Insurance

RBC; Montreal; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank in Montreal is seeking a self-motivated Life & Wealth Advisor to join their Field Sales team. The ideal candidate will develop client relationships and provide integrated life insurance planning. You will be expected to meet sales goals and engage with clients using digital tools. This role offers competitive compensation, a flexible working environment, and strong career development opportunities.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings options

Outstanding training programs

Qualifications

• Life License (HLLQP/LLQP) Insurance of persons certification preferred.
• Business development skills required.
• Professional sales experience ideal.

Responsibilities

• Connect with clients to understand their needs and provide advice.
• Develop and maintain strong client relationships.
• Achieve individual sales goals.

Skills

Communication

Sales

Customer Needs

Interpersonal Relationship Management

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 to 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 and 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?

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.

• 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.

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager.

#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

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com.