Service and Sales Advisor - Advice Centre (Bilingual)

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

Job summary

A leading financial services company in Montreal seeks a Licensed Insurance Advisor. You will deliver expert home and auto insurance advice, ensuring a positive client experience through inbound calls. The ideal candidate will be bilingual in English and French, possess strong customer service skills, and be adaptable. You'll have the opportunity for professional growth while being part of a supportive, inclusive team.

Benefits

Competitive compensation

Flexible work arrangements

Comprehensive benefits package

Qualifications

• Willingness to obtain the Quebec Damage Insurance certificate and General Insurance License for Ontario.
• Exceptional customer service skills to build strong client relationships.
• Digital literacy in smartphones, tablets, and laptops.

Responsibilities

• Provide insurance advice and solutions to clients through inbound calls.
• Complete personalized needs assessments using provided tools.
• Cultivate relationships within RBC to ensure a seamless client experience.

Skills

Bilingualism (English and French)

Exceptional customer service skills

Digital literacy across a broad range of services

Adaptability

Critical Thinking

Education

Post-secondary education

Job description

Overview

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 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?

Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.

• Working with an award-winning team
• 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

RBC is committed to supporting flexible work arrangements when and where available conditional on employees being able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.) Details to be discussed with Hiring Manager

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above.

Job Skills

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

Additional 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: 2025-09-24

Application Deadline: 2025-10-17