Life & Wealth Advisor — Insurance & Financial Planning

0000050824 RBC Life Insurance Company; Westmount; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance firm in Westmount seeks a motivated Life & Wealth Advisor to provide integrated life insurance planning to clients. The role requires a post-secondary degree, a Life License, and strong business development skills. Successful candidates will receive comprehensive support, competitive benefits, and opportunities for career advancement. Join a dynamic team where your success contributes to the firm’s goals.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Qualifications

• Must have Life License (HLLQP / LLQP) Insurance certification or willingness to complete it.
• Professional sales experience with an entrepreneurial mindset.
• Existing network of referrals within the community.

Responsibilities

• Connect with clients to understand their life events and offer financial advice.
• Promote a client-first mindset in a digital environment.
• Contribute to team sales success by achieving individual goals.

Skills

Business development

Client relationship management

Digital literacy

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

A leading insurance firm in Westmount seeks a motivated Life & Wealth Advisor to provide integrated life insurance planning to clients. The role requires a post-secondary degree, a Life License, and strong business development skills. Successful candidates will receive comprehensive support, competitive benefits, and opportunities for career advancement. Join a dynamic team where your success contributes to the firm’s goals.