Life & Wealth Advisor — Build Plans, Grow Your Practice

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

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.