Insurance Advisor Life, Health & Wealth

Royal Bank of Canada; Calgary; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

3 weeks paid vacation

Competitive compensation package

Flexible health benefits

Pension plan

Training programs and career dev

Job summary

Royal Bank of Canada in Calgary is seeking a self-motivated Life, Health & Wealth Advisor to build a new client book and service referrals. You will prospect aggressively, advise on RBC Insurance Life, Whole Life, Living Benefits, & Wealth products, and use Salesforce to manage client relationships.

A valid license (HLLQP/LLQP) or willingness to obtain is required, along with a post-secondary degree and a drivers license.

Qualifications

• 2+ years of professional sales experience
• Life/A&S License (HLLQP/LLQP), or willingness to complete before start date
• 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 for meeting clients in designated area

Responsibilities

• Connect with clients through discovery to understand life events and offer comprehensive insurance and financial advice
• Independently prospect, develop, and grow a new book of business through outreach and networking
• Promote client-first mindset in a digital environment by meeting clients when convenient
• Develop client relationships using Salesforce and other compliant tools
• Contribute to team sales success by achieving individual sales goals
• Increase external networks via referrals from approved centers of influence
• Review business results and adjust activities to meet targets
• Deliver RBC's vision to be among the world’s most trusted financial institutions

Skills

Business development

Client relationship management

Sales

Prospecting

Education

Post-secondary degree or equivalent

Tools

Salesforce

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) 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.

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

Nice to have

• Fluent in English + other language
• 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.

• 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: 5986 SIGNAL HILL CTR SW
• City: Calgary
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2026-11-04
• Application Deadline: 2026-12-15
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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