Sales and Service Advisor- Advice Centre

RBC; Montreal; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Sales and Service Advisor to provide expert insurance advice and solutions to clients. The ideal candidate is bilingual and possesses exceptional customer service skills. This full-time position offers a flexible schedule, competitive compensation, and opportunities for growth within a supportive team environment.

Benefits

Competitive compensation

Flexible work arrangements

Comprehensive benefits package

Qualifications

• Willingness to obtain the Quebec Damage Insurance certificate.
• High level of reading, comprehension and speaking in both languages.
• Flexibility to work all shifts within operating hours.

Responsibilities

• Provide insurance advice and solutions to clients.
• Exhibit a positive client experience with every conversation.
• Complete personalized needs assessments using available tools.

Skills

Bilingualism (English and French)

Customer service skills

Digital literacy

Adaptability

Communication

Education

Post-secondary education

Job description

Job Description

What is the opportunity?

The role at RBC Insurance Advice Centre gives you the best of both worlds - the flexibility you need for your life and the fulfillment you seek in your work.

We will provide you with the tools, training and support you need to successfully complete the Damage Insurance Certificate delivered by l’Autorité des marches financiers (AMF) and the Other than Life (OTL) Ontario insurance license and other provinces.

As an RBC Sales and Service Advisor / Licensed Insurance Advisor for Home & Auto, you’ll be the trusted voice on the other end of the phone providing insurance advice and options to help clients protect what’s important to them. You’re empathetic, helpful friendly and provide clear, upfront insurance advice for clients. With every conversation, you’re curious, caring and detail-oriented, with a focus on problem and delivering an exceptional client experience. You will contribute to individual and team sales goals by proactively recommending personal home and auto insurance solutions to new and existing clients, as well as referring them to your partners within the organization.

What will you do?

• Provide insurance advice and solutions to clients based on their needs through inbound calls
• Exhibit a consistent, positive client experience with every conversation and resolve client concerns at first point of contact, demonstrating relationship building through meaningful discussions
• Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
• Demonstrate a solid understanding of regulatory risk when underwriting and updating home & auto insurance policies
• Use procedures effectively and seamlessly during conversations with clients
• Cultivate and maintain relationships with partners to work as one RBC team

What do you need to succeed?

Must have

• Willingness and ability to successfully obtain the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers and the General Insurance License for Ontario Other Than Life and other provinces.
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French speaking needs.
• High level of reading, comprehension and speaking in both languages
• Exceptional customer service skills with the ability to build strong relationships and connect with clients
• Flexibility to work all shifts within the hours of operation. The Home & Auto Advice Centre is open Monday – Friday, 8:00am – 8:30pm
• Digital literacy across a broad range of services (i.e. smartphones, tablets, laptops etc.)

Nice-to-have

• Possession of the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers
• Post-secondary education
• Knowledge of insurance products
• Customer service and/or sales experience in a contact centre environment.

What’s in it for you?

• Working with an award‑winning team Awards | RBC Diversity & Inclusion
• A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options
• Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.
• Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things. Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.
• Flexible work arrangements and leaders who support your needs—both personal and professional.
• An opportunity to have real impact on the lives of our clients and the communities we serve.
• RBCI software tools to boost your productivity

Job Skills

Adaptability, Advice Based Solutions, Client Discovery, Communication, Critical Thinking, Curiosity, Customer Service, Digital Literacy

Job Details

• Address: 1 PLACE VILLE MARIE:MONTRÉAL
• City: Montréal
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-11-18
• Application Deadline: 2025-12-05

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining an environment where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities.