Financial Security Advisor, Insurance- EN

RBC; Trois-Rivières; 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 Life & Wealth Advisors. In this role, you will provide integrated life insurance planning and advice, leveraging your entrepreneurial spirit and existing network of referrals. You will be supported by a collaborative team, focusing on client-first solutions that adapt to their evolving needs. This position offers a dynamic environment where your drive and success contribute to the overall team achievements. Join a company that values growth, teamwork, and mutual success, and take your career to new heights.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings options

Outstanding training programs

Qualifications

• Must have a Life License (HLLQP/LLQP) or willingness to obtain it.
• Strong ambition to succeed in business development and prospecting.

Responsibilities

• Connect with clients to offer comprehensive insurance and financial advice.
• Develop and deepen client relationships using Salesforce.

Skills

Communication

Sales

Customer Knowledge

Interpersonal Relationship Management

Perseverance and Follow-Through

Digital Literacy

Business Development

Education

Post-secondary degree

Tools

Salesforce

Job description

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

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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