Financial Security Advisor, Insurance
4 weeks ago
Job Summary
Job Description
What is the opportunity?
We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We're proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.
What will you do?
- Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
- Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
- Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
- Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
- Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
- Regularly review individual business results and adjust activities as required to meet established targets
- Deliver on RBC's vision to be among the world's most trusted and successful financial institutions
What do you need to succeed?
Must have
- Post-secondary degree or equivalent
- Life License (HLLQP/LLQP) Insurance of persons certification or the willingness to complete it prior to start date
- Requires fluency in French and English in order to serve our clients in the community with English speaking needs.
- Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
- The ability to develop and maintain strong client relationships
- Professional sales experience with an entrepreneurial mindset
- An existing network of referrals within the community
- Digital literacy using a variety of systems and tools
Nice to have - Professional sales experience in the insurance domain
- Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- The resources and support you need to develop your client portfolio and advance your career goals
- 3 weeks paid vacation
- A comprehensive compensation package and incentives that recognize strong performance
- Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
- Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
- Outstanding training programs and opportunities for career development
RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager
#LI-Hybrid
EVPP2
Job Skills
Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job Details
Address:
1 PLACE VILLE MARIE:MONTRÉALCity:
MONTRÉALCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
INSURANCEJob Type:
RegularPay Type:
SalariedPosted Date:
2024-01-13Application Deadline:
2024-05-31Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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 at jobs.rbc.com.
-
Financial Security Advisor, Insurance
1 month ago
Montreal, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....
-
Financial Security Advisor, Insurance
1 day ago
Montreal, Canada RBC - Royal Bank Full timeJob SummaryJob DescriptionWhat is the opportunity? We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions....
-
Bilingual Advisor, Life Insurance
1 month ago
Montreal, Canada Empire Life Full timeBilingual Advisor, Life Insurance Location: Hybrid, Quebec Empire life is looking to hire a Bilingual Life Insurance Advisor to join our Retail Distribution team! The Advisor with Empire Connect promotes client retention and sales by establishing effective relationships with customers, developing financial plans, providing financial advice and...
-
Advisor, Documentation
1 week ago
Montreal, Canada Laurentian Bank Full timeSeeing beyond numbersTM At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada...
-
Advisor, Documentation
1 week ago
Montreal, Canada Banque Laurentienne Full timeSeeing beyond numbersTMAt Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and...
-
Group Insurance Advisor
1 week ago
Montreal, Canada BFL Canada Full timeWe offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people...
-
Advisor, IT security
1 week ago
Montreal, Canada Desjardins Full timeTemporary position for 16 months. As an IT security advisor, you help protect IT hardware, software and data against modification, destruction, and accidental or unauthorized disclosure. You also assist in authentication and access control by designing, administering and controlling proven security systems. You analyze IT system vulnerabilities and...
-
Security Advisor Senior
9 hours ago
Montreal, Canada Intact Financial Corporation Full timeOur employees are at the heart of what we do best: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you’re bringing this purpose to life alongside a passionate community of experts. Feel empowered to learn and grow while being valued for who you are– here, diversity is a strength. You...
-
Montreal, Canada National Bank Full timeA career as a Senior Onboarding Advisor at National Bank Insurance means acting as a person for new brokers at the National Bank Insurance Firm. In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects...
-
Montreal, Canada National Bank Full timeA career as aSenior Onboarding Advisor at National Bank Insurancemeans acting as a person for new brokers at the National Bank Insurance Firm. In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects of...
-
Montreal, Canada National Bank Full timeA career as a Senior Onboarding Advisor at National Bank Insurance means acting as a person for new brokers at the National Bank Insurance Firm. In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects of...
-
Financial Advisor
1 month ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Financial Advisor
1 month ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Financial Advisor
1 month ago
Montreal, Canada Canadian Imperial Bank of Commerce Full timeFinancial Advisor - Lasalle page is loaded Financial Advisor - Lasalle Apply locations LaSalle, QC time type Full time posted on Posted Yesterday job requisition id 2407127 We’re building a relationship-oriented bank for the modern world. We need talented, passionate...
-
Cyber Security Advisor
5 days ago
Montreal, Canada CGI Full timePosition Description: Join us and put your career in IT-security into high-gear! *This role can be situated within proximity to a CGI office. * Must hold an Active Secret Clearance from Canadian Federal Government The CGI Cybersecurity team is growing! We are looking for a Security Advisor to join us on engaging, and professionally rewarding...
-
Montreal, Canada National Bank Full timeAttendance Hybrid Job Number 20435 Category Senior Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 08-May-2024 Location: Montreal, Quebec City Montreal Province/State Quebec Area of Interest: Operations A career as a Senior Onboarding Advisor at National Bank Insurance means acting...
-
Advisor principal, Financial disclosure
2 weeks ago
Montreal, Canada Desjardins Full timeTemporary position for 24 months As a senior financial disclosure advisor, you help prepare, analyze, disclose and monitor financial statements for Desjardins’s financial, statutory, regulatory and strategic reporting. You lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors. You help...
-
ScotiaMcLeod Senior Financial Planning Associate
3 weeks ago
Montreal, Canada Scotiabank Full timeContributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. The primary purpose of the Senior...
-
Montreal, Canada NBC Full timeArea of Interest: Operations ...
-
Montreal, QC, G4F, CA National Bank Full timeA career as a Senior Onboarding Advisor at National Bank Insurance means acting as a person for new brokers at the National Bank Insurance Firm. In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects of...