Financial Security Advisor, Insurance- EN

RBC; Blainville; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking self-motivated individuals to join their Field Sales team as Financial Security Advisors. This role involves providing integrated life insurance planning and advice, leveraging a strong network of referrals and internal support. You'll connect with clients, understand their needs, and offer tailored solutions while enjoying a culture that rewards teamwork and success. With a comprehensive compensation package, flexible health benefits, and opportunities for career development, this position is perfect for those eager to make a difference in clients' lives and their own careers.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings and profit-sharing options

Outstanding training programs

Qualifications

• Must have a Life License (HLLQP/LLQP) or willingness to obtain it.
• Professional sales experience with a goal-oriented attitude.
• Ability to develop and maintain strong client relationships.

Responsibilities

• Connect with clients to offer comprehensive insurance and financial advice.
• Develop client relationships using Salesforce and other tools.
• Contribute to team sales success through individual sales goals.

Skills

Communication

Business Development

Sales

Customer Knowledge

Interpersonal Relationship Management

Life Insurance

Digital Literacy

Education

Post-secondary degree

Tools

Salesforce

Job description

Financial Security Advisor, Insurance- EN

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Financial Security Advisor, Insurance- EN

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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.

Job Summary

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 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?

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
  
  

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

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:

2025-04-07

Application Deadline:

2025-05-30

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.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking and Financial Services

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