Insurance Advisor, Home and Auto - Advice Centre (Bilingual)- EN

RBC Insurance Group; Beauharnois; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Award-winning team

Total Rewards package

Flexible work arrangements

Impact on clients

RBC software tools

Job summary

RBC Insurance in Montréal, Canada is seeking an licensed Insurance Advisor for Home & Auto. You will provide insurance guidance to clients over inbound calls, conduct personalized needs assessments and present suitable options to protect what matters most.

You’ll work with a collaborative team to meet individual and team sales goals while maintaining exceptional client experiences. The role requires bilingual English and French communication, completion of relevant insurance certificates, and

Qualifications

• Adaptability to changing client needs
• Ability to offer tailored advice
• Identify client needs and match solutions
• Clear communication with clients
• Analytical thinking to assess risks and options
• Proactive mindset and eagerness to learn
• Strong customer service focus and rapport building
• Comfort with digital tools and platforms

Responsibilities

• Provide insurance advice and solutions to clients based on inbound calls
• Maintain a positive client experience and resolve concerns at first contact
• Conduct needs assessments using tools and calculators to support recommendations
• Underwrite and update home & auto policies with regulatory understanding
• Follow procedures to ensure compliant conversations
• Collaborate with partners to act as one RBC team

Skills

Adaptability

Advice Based Solutions

Client Discovery

Communication

Critical Thinking

Curious Mindset

Customer Service

Digital Literacy

Job description

What is the opportunity?We will provide you with the tools, training and support you need to successfully complete the Damage Insurance Certificate delivered by l’Autorité des marches financiers (AMF) and the Other than Life (OTL) Ontario insurance license and other provinces.

Job DescriptionWe will provide you with the tools, training and support you need to successfully complete the Damage Insurance Certificate delivered by l’Autorité des marches financiers (AMF) and the Other than Life (OTL) Ontario insurance license and other provinces. As an RBC Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s important to them. You’re empathetic, helpful friendly and provide clear, upfront insurance advice for clients. With every conversation, you’re curious, caring and detail-oriented, with a focus on problem and delivering an exceptional client experience. You will contribute to individual and team sales goals by proactively recommending personal home and auto insurance solutions to new and existing clients, as well as referring them to your partners within the organization.

What will you do?

• Provide insurance advice and solutions to clients based on their needs through inbound calls
• Exhibit a consistent, positive client experience with every conversation and resolve client concerns at first point of contact, demonstrating relationship building through meaningful discussions
• Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
• Demonstrate a solid understanding of regulatory risk when underwriting and updating home & auto insurance policies
• Use procedures effectively and seamlessly during conversations with clients
• Cultivate and maintain relationships with partners to work as one RBC team

What do you need to succeed?

Must-have

• Willingness and ability to successfully obtain the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers and the General Insurance License for Ontario Other Than Life and other provinces.
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French speaking needs.
• High level of reading, comprehension and speaking in both languages
• Exceptional customer service skills with the ability to build strong relationships and connect with clients
• Flexibility to work all shifts within the hours of operation. The Home & Auto Advice Centre is open Monday – Friday, 8:00am - 8:30pm
• Digital literacy across a broad range of services (i.e. smartphones, tablets, laptops etc.)

Nice-to-have

• Possession of the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers
• Post-secondary education
• Knowledge of insurance products
• Customer service and/or sales experience in a contact centre environment.

What’s in it for you?

Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.

• Working with an award-winning team Awards | RBC Diversity & Inclusion
• A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options
• Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.
• Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things. Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.
• Flexible work arrangements and leaders who support your needs - both personal and professional.
• An opportunity to have real impact on the lives of our clients and the communities we serve.
• RBCI software tools to boost your productivity

Job SkillsAdaptability, Advice Based Solutions, Client Discovery, Communication, Critical Thinking, Curious Mindset, Customer Service, Digital Literacy

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:2026-10-05

Application Deadline:2026-12-01

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.