Insurance Advisor - Life, Health & Wealth

RBC; Halifax; On-site; CAD 65,000 - 95,000; Full time

Benefits offered by this job

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Pension options

Outstanding training programs

Job summary

RBC Insurance is seeking an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) in Halifax to provide integrated life insurance planning and advice to referrals and new RBC clients. You will leverage your network and internal support to grow, while upholding ethical sales practices.

You will use Salesforce and other compliant tools to manage opportunities, meet sales targets, and expand your client base, delivering RBC’s trusted advisory services across wealth and insurance products.

Qualifications

• Post-secondary degree or equivalent.
• Life/A&S License (HLLQP/LLQP) or willingness to complete before start date.
• Business development and prospecting with a goal-oriented attitude.
• Ability to develop and maintain strong client relationships.
• Professional sales experience with entrepreneurial mindset.
• Existing network of referrals and approved centres of influence.
• Digital literacy using various systems and tools.

Responsibilities

• Connect with clients to understand life events and offer comprehensive insurance and financial advice.
• Meet clients in a digital environment at their convenience.
• Develop and deepen client relationships using Salesforce and compliant tools.
• Contribute to and be accountable for sales targets and outcomes.
• Expand external networks through market opportunities and referrals.
• Regularly review personal results and adjust activities to meet targets.
• Deliver RBC’s vision of trusted and successful financial services.

Skills

Sales experience

Client relationships

Digital literacy

Networking

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

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 Insurance Advisor Life, Health & Wealth (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/A&S License (HLLQP/LLQP) 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 minsdet
• An existing network of referrals and approved centres of influence
• Digital literacy using a variety of systems and tools

Nice to have

• Bilingual (French & English)
• Professional sales experiencein the Insurance industry
• 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

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.

Address

50 TACOMA DR:HALIFAX

City

Halifax

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

INSURANCE

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-10-29

Application Deadline

2026-12-15