Life , Health and Wealth Advisor

RBC Insurance; Mississauga; Hybrid; CAD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Life, Health, and Wealth Advisor, where you will play a crucial role in guiding clients through their financial journeys. This full-time hybrid position offers a unique opportunity to blend in-person and remote work, allowing you to provide tailored financial planning, retirement strategies, and investment advice. With a focus on building strong client relationships and delivering exceptional wealth management services, you'll be part of a dynamic team dedicated to helping individuals and groups achieve their financial goals. If you're passionate about finance and eager to make a difference, this role is perfect for you.

Qualifications

• Strong financial planning and investment skills are essential.
• Experience with wealth management services is highly valued.

Responsibilities

• Provide financial and retirement planning services to clients.
• Manage investments and offer wealth management solutions.

Skills

Financial Planning

Retirement Planning

Investments

Wealth Management Services

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Teamwork

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Certifications such as CFP or CFA

Job description

RBC Insurance is a market leader in Canada, offering a wide range of life, health, home, auto, travel, and wealth accumulation solutions to individual and group clients. They also provide reinsurance solutions globally, with a focus on distribution efficiency, client relationships, and international growth opportunities.

Role Description

This is a full-time hybrid role for a Life, Health, and Wealth Advisor at RBC Insurance. As an Advisor, you will be responsible for financial planning, retirement planning, investments, and providing wealth management services. The position is based in Mississauga, ON, with the option for some remote work.

Qualifications

• Financial Planning and Retirement Planning skills
• Experience in Investments and Finance
• Wealth Management Services expertise
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team setting
• Certifications such as CFP or CFA are a plus
• Bachelor's degree in Finance, Business, or related field

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Insurance