Financial Security Advisor, Insurance- EN

RBC Insurance; Outaouais; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings, profit-sharing, and

pension options

Outstanding training programs

RBCI software tools

Job summary

RBC Insurance in Montréal is seeking self-motivated Field Sales professionals to join our team as accredited Life, Health & Wealth Advisors. You will 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.

Qualifications

• 2+ years of professional sales experience.
• Life/Health license (HLLQP/LLQP) or willingness to obtain before start date.
• Ability to develop and maintain strong client relationships.
• Existing network of referrals and approved centers of influence.
• Post-secondary degree or equivalent.
• Digital literacy using various systems and tools.
• Valid Canadian driver's license and own vehicle.
• Fluency in French.

Responsibilities

• Connect with clients to understand life events and offer comprehensive insurance and financial advice.
• Prospect, develop, and grow a new book of business through outreach, networking and relationships.
• Promote a client-first mindset in a digital environment and meet clients conveniently.
• Develop and deepen client relationships using Salesforce and compliant tools.
• Contribute to and be accountable for team sales success through individual targets.
• Increase external networks by leveraging referrals from approved centers of influence.
• Regularly review results and adjust activities to meet targets.
• Deliver RBC’s vision to be among the world’s most trusted financial institutions.

Skills

Business development

Sales experience

Client relationships

French fluency

Digital literacy

Driver's license

Bilingual

Referrals network

Life license

Education

Post-secondary degree

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.

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, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) 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
• Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
• 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 centers 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

• Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
• 2+ years’ professional sales experience
• Ability to develop and maintain strong client relationships
• Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date
• An existing network of referrals and approved centers of influence
• Post‑secondary degree or equivalent
• Digital literacy using a variety of systems and tools
• Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area
• Fluency in French

Nice to have

• Fluent in both French and English
• Great communication skills
• 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

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: 2026-07-28

Application Deadline: 2026-09-14

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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