Financial Security Advisor, Insurance- EN

RBC Insurance; Salaberry-de-Valleyfield; On-site; CAD 60,000 - 85,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Pension options and retirement savings

Outstanding training programs

Job summary

RBC Insurance in Montréal seeks an accredited Life, Health & Wealth Advisor to provide integrated insurance planning and advice. You will build a new client book, leverage referrals, and work with internal partners to deepen relationships.

Role includes prospecting, meeting clients in person or digitally, and achieving sales goals while upholding RBC’s trusted service standard.

Qualifications

• 2+ years of professional sales experience.
• Life/Allied & Securities License (HLLQP/LLQP) or willingness to obtain before start.
• Post-secondary degree or equivalent.
• Digital literacy across various systems and tools.
• Valid Canadian driver’s license and own vehicle for travel within area.
• Fluency in French.

Responsibilities

• Connect with clients to understand life events and offer comprehensive insurance and financial advice.
• Independently prospect, develop, and grow a new book of business via outreach and networking.
• Meet clients where convenient, promoting a client-first mindset in a digital environment.
• Utilize Salesforce and other compliant tools to manage client relationships.
• Achieve individual sales targets and contribute to team success.
• Expand external networks through referrals from centers of influence.
• Regularly review results and adjust activities to meet targets.
• Support RBC's vision as a trusted financial institution.

Skills

Sales experience

Networking

Client relationships

Prospecting

French fluency

Digital literacy

Education

Post-secondary degree or equivalent

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

2026-11-03

Application Deadline

2026-12-15

Note

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