Insurance Life & Wealth Advisor - Client Growth

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

Job summary

A leading bank in Montreal is seeking a self-motivated Life & Wealth Advisor to join their Field Sales team. The ideal candidate will develop client relationships and provide integrated life insurance planning. You will be expected to meet sales goals and engage with clients using digital tools. This role offers competitive compensation, a flexible working environment, and strong career development opportunities.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings options

Outstanding training programs

Qualifications

• Life License (HLLQP/LLQP) Insurance of persons certification preferred.
• Business development skills required.
• Professional sales experience ideal.

Responsibilities

• Connect with clients to understand their needs and provide advice.
• Develop and maintain strong client relationships.
• Achieve individual sales goals.

Skills

Communication

Sales

Customer Needs

Interpersonal Relationship Management

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

A leading bank in Montreal is seeking a self-motivated Life & Wealth Advisor to join their Field Sales team. The ideal candidate will develop client relationships and provide integrated life insurance planning. You will be expected to meet sales goals and engage with clients using digital tools. This role offers competitive compensation, a flexible working environment, and strong career development opportunities.