Insurance Advisor Life, Health & Wealth

RBC; Victoria; On-site; CAD 35,000 - 50,000; Full time

Job summary

A leading financial institution in Canada is seeking a motivated Life & Wealth Advisor to provide integrated insurance and financial advice. The role involves deepening client relationships, achieving individual sales goals, and utilizing tools like Salesforce. Suitable candidates should possess a post-secondary degree and experience in the insurance industry. Join us to thrive in a collaborative environment focused on client success.

Benefits

3 weeks paid vacation

Flexible health benefits

Employee savings and profit-sharing options

Outstanding training programs

Qualifications

• Post-secondary degree or equivalent.
• 1-2+ years’ professional sales experience in the Insurance Industry.
• Life/A&S License (HLLQP/LLQP), or willingness to complete.

Responsibilities

• Connect with clients through discovery to offer comprehensive advice.
• Promote a client-first mindset in a digital environment.
• Manage client relationships using Salesforce.

Skills

Communication

Sales

Customer Relationship Management

Business Development

Digital Literacy

Education

Post-secondary degree or equivalent

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 & 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.

What is the opportunity?

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 other languages
• 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

The expected base salary range for this particular position is $35,000 - $50,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture

• Enables collective achievement of our strategic goals

• Generates sustainable shareholder returns and above market shareholder value.

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: 730 VIEW ST:VICTORIA
• City: Victoria
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-03-17
• Application Deadline: 2025-12-01
• 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. 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.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.