Insurance Advisor Life, Health & Wealth

Royal Bank of Canada>; Whitby; On-site; CAD 55,000 - 85,000; Full time

Job summary

A leading company in the financial sector is actively seeking a Life & Wealth Advisor to provide integrated life insurance planning and advice. You will connect with clients, understand their needs, and deliver valuable solutions utilizing a supported approach. A strong network and business development skills are essential, along with a commitment to client service in a digital environment.

Benefits

Comprehensive compensation package

Flexible health benefits

Employee savings 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.
• Existing network of referrals and approved centers of influence.

Responsibilities

• Connect with clients and offer comprehensive insurance and financial advice.
• Review individual business results and adjust activities to meet targets.
• Promote a client-first mindset and deepen client relationships.

Skills

Communication

Client Relationship Management

Sales

Digital Literacy

Cross-Selling

Education

Post-secondary degree or equivalent

Life / A&S License (HLLQP / LLQP)

Job description

Actively recruiting for the following locations - Ajax, Brock, Clarington, Oshawa, Pickering, Scugog, Uxbridge, Whitby

What is the opportunity?

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

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

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 :

550 LAVAL DR : OSHAWA

City : OSHAWA

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : INSURANCE

Job Type : Regular

Posted Date : 2025-02-05

Application Deadline :

2025-08-22

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

I nclusion 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 .