Life, Health & Wealth Advisor — Trusted Financial Planning

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

Job summary

A leading financial institution in Canada is seeking a Life & Wealth Advisor to provide integrated insurance advice to clients. The role requires strong business development skills, digital literacy, and the ability to maintain client relationships. Candidates should have a post-secondary degree and a willingness to obtain relevant licenses. Benefits include 3 weeks paid vacation and comprehensive support for career advancement, aimed at fostering a client-centric and collaborative environment.

Benefits

3 weeks paid vacation

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.
• Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date.
• The ability to develop and maintain strong client relationships.
• Digital literacy using a variety of systems and tools.

Responsibilities

• Connect with clients to offer comprehensive insurance and financial advice.
• Promote a client-first mindset in a digital environment.
• Develop and deepen client relationships using compliant tools.
• Contribute to team sales success by achieving individual sales goals.
• Increase external networks by capitalizing on market opportunities.

Skills

Communication

Competitive Markets

Cross-Selling

Customer Knowledge

Interpersonal Relationship Management

Life Insurance

Perseverance and Follow-Through

Sales

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

A leading financial institution in Canada is seeking a Life & Wealth Advisor to provide integrated insurance advice to clients. The role requires strong business development skills, digital literacy, and the ability to maintain client relationships. Candidates should have a post-secondary degree and a willingness to obtain relevant licenses. Benefits include 3 weeks paid vacation and comprehensive support for career advancement, aimed at fostering a client-centric and collaborative environment.