Insurance Advisor - Life, Health & Wealth

RBC; Halifax; On-site; CAD 65,000 - 90,000; Full time

Benefits offered by this job

3 weeks vacation

Comprehensive compensation package

Flexible health benefits

Employee savings & pension options

Outstanding training programs

RBC software tools

Job summary

RBC Insurance is seeking an accredited Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) to provide integrated life, wealth and health insurance planning to referrals and RBC clients in Halifax. You will use Salesforce and other compliant tools while meeting sales goals and building lasting client relationships.

The role emphasizes prospecting, digital client engagement, and cross-functional teamwork within RBC’s Insurance platform.

Qualifications

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

Responsibilities

• Connect with clients through discovery to understand life events and offer integrated insurance and financial advice.
• Promote a client-first mindset in a digital environment and meet clients when convenient.
• Develop and deepen client relationships using Salesforce and compliant tools.
• Contribute to team sales success by achieving individual sales goals.
• Increase external networks by leveraging referrals and market opportunities.
• Review personal results and adjust activities to meet targets.
• Deliver RBC’s vision to be among the world’s most trusted financial institutions.

Skills

Business development

Prospecting

Digital literacy

Client relationship development

Sales experience

Education

Post-secondary degree or equivalent

Tools

Salesforce

CRM tools

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

Additional Job Details

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: 2026-06-22

Application Deadline: 2026-11-03

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.