Insurance Advisor Life, Health & Wealth

RBC Insurance; Eastern Ontario; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation and Incent?

Flexible health benefits

Employee savings, pension options

Outstanding training programs

RBCI software tools to boost your work

Job summary

RBC Insurance Group is seeking a motivated Life, Health & Wealth Advisor to provide integrated insurance planning to referrals and new RBC clients. You will prospect, build a book of business, and deliver client-focused financial solutions using the full RBC product suite.

This Ottawa-based, on-site role emphasizes relationship-building, Salesforce utilization, and meeting clients at convenient times. A valid license or willingness to obtain one is required, along with a post-secondary degree

Qualifications

• 2+ years of professional sales experience.
• Life/Acc S license (HLLQP/LLQP) or willingness to complete before start date.
• Existing network of referrals and approved centres of influence.
• Post-secondary degree or equivalent.
• Valid Canadian driver’s license and own vehicle for client meetings within a designated area.
• Digital literacy using a variety of systems and tools.
• Ability to develop and maintain strong client relationships.

Responsibilities

• Connect with clients to understand life events and offer comprehensive insurance/financial advice.
• Independently prospect, develop, and grow a new book of business through outreach and networking.
• Promote a client-first mindset in a digital environment and meet clients at convenient times.
• Develop and deepen client relationships using Salesforce and other compliant tools.
• Contribute to team sales success by achieving individual sales goals.
• Expand external networks through market opportunities and referrals.
• Regularly review personal results and adjust activities to meet targets.
• Support RBC's vision as a trusted financial institution.

Skills

Business development

Prospecting

Client relationships

Digital literacy

Communication

Education

Post-secondary degree

Tools

Salesforce

Job description

Job Description

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.

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 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

• 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 centres 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.

• 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

2212 BANK ST:OTTAWA

City

Ottawa

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

INSURANCE

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-07-20

Application Deadline

2026-11-03

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 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.