Insurance Advisor Life, Health & Wealth

RBC; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution is seeking self-motivated individuals as Insurance Advisors in Ottawa. The role involves providing insurance solutions, developing client relationships, and achieving sales goals. Candidates should have a post-secondary degree, sales experience, and strong prospecting skills. This full-time position offers a comprehensive compensation package including paid vacation, health benefits, and career development opportunities. Join a supportive environment where success leads to mutual growth.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings and pension options

Outstanding training programs

Qualifications

• Strong ambition to succeed in sales.
• Ability to develop and maintain strong client relationships.
• Professional sales experience with entrepreneurial mindset.

Responsibilities

• Connect with clients to understand their needs.
• Promote a client-first mindset in a digital environment.
• Contribute to team sales success through individual goals.

Skills

Business development

Client relationship management

Digital literacy

Education

Post-secondary degree or equivalent

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 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 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 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 mindset
• 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 experience in 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

RBC is presently inviting candidates to apply for this existing vacancy. Qualified applicants may be contacted to review their resume in more detail.

Address: 2212 BANK ST:OTTAWA, Ottawa, Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: INSURANCE

Job Type: Regular

Pay Type: Salaried

Application Deadline: 2026‑01‑26 (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. 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.