Insurance Advisor Life, Health & Wealth

RBC; Hamilton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading bank is seeking a Life & Wealth Advisor in Hamilton to provide integrated insurance planning and financial advice. The role requires a strong ambition for business development and maintaining client relationships. Candidates must possess a post-secondary degree and be willing to obtain necessary licenses. The position includes a supportive work culture and a comprehensive compensation package, including 3 weeks paid vacation and flexible health benefits.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Profit-sharing and pension options

Outstanding training programs

Qualifications

• 1-2+ years’ professional sales experience in the Insurance Industry.
• Ability to develop and maintain strong client relationships.
• Willingness to obtain Life/A&S License (HLLQP/LLQP) before start date.

Responsibilities

• Understand clients' needs and provide comprehensive insurance and financial advice.
• Promote a client-first approach in all interactions.
• Achieve individual sales goals and contribute to team sales success.

Skills

Business development

Client relationship management

Sales

Communication

Digital literacy

Education

Post-secondary degree or equivalent

Tools

Salesforce

RBCI software tools

Job description

Overview

As an accredited Life & 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

• 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

• Post-secondary degree or equivalent

• 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

• Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date

• 1-2+ years’ professional sales experience in the Insurance Industry

• An existing network of referrals and approved centers of influence

• Digital literacy using a variety of systems and tools

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: 1145 Barton St E, Hamilton

City: Hamilton

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-02-05

Application Deadline: 2025-10-17

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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