Financial Security Advisor, Insurance

2 weeks ago

Longueuil, Quebec, Canada Royal Bank of Canada> Full time

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
  • 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
  • Fluency in English to serve our clients in the community with English speaking needs.
  • 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

#LI-Remote

#LI-ML1

EVPP2

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities

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:

Application Deadline:

Inclusion 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

  • associate financial advisor

    2 weeks ago

    Longueuil, Quebec, Canada Services Financiers Gingras Monette Full time

    Education: Bachelor's degreeExperience: 2 years to less than 3 yearsFinance, generalFinancial planning and servicesCertificates, licences, memberships, and courses Canadian Securities Course (CSC)Area of work experienceMutual fundsArea of specializationFinancial planningWealth managementWork conditions and physical capabilitiesAttention to detailPersonal...

  • Financial planning specialist/spécialiste en planification financière

    2 weeks ago

    Longueuil, Quebec, Canada Royal Bank Of Canada Full time

    Job SummaryAs an integral member of the RBC Family Office Services team, the role of Financial Planning Specialist is to deliver customized financial plans to High Net Worth clients of RBC Wealth Management.Job DescriptionAs a valued partner, you will also assist with business development, opportunity spotting, and revenue generation.What will you do?Prepare...

  • Financial Analyst

    2 weeks ago

    Longueuil, Quebec, Canada Fed Finance Full time

    Drop your resume We love talented and smart people. If you want to join our mission, please drop your resume in the right zone. Created in 2001, Fed Finance specializes in temporary and permanent recruitment for accounting and finance professions. Our consultants are all experts and speak your language. We are committed to supporting you throughout your job...

  • Financial Planner

    1 month ago

    Longueuil, Quebec, Canada National Bank Full time

    Job PostingAttendance Hybrid JobNumber: 20301Category: Senior ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 01-Apr-2024Location: Saint-Hubert, Quebec City Saint-HubertProvince/State: QuebecArea of Interest: Advisory services, Personal bankingAs a financial planner, you will play an...

  • Financial Planner

    4 weeks ago

    Longueuil, Quebec, Canada National Bank Full time

    Job PostingAttendance Hybrid JobNumber: 20301Category: Senior ProfessionalStatus: PermanentType of Contract: PermanentSchedule: Full-TimeFull Time / Part Time? Full-TimePosting date: 01-Apr-2024Location: Saint-Hubert, Quebec City Saint-HubertProvince/State: QuebecArea of Interest: Advisory services, Personal bankingAs a financial planner, you will play an...

  • Mobile Mortgage Advisor

    2 weeks ago

    Longueuil, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor - Longueuil, QC page is loaded Mobile Mortgage Advisor - Longueuil, QC Apply locations Longueuil, QC time type Full time posted on Posted 6 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ...

  • Network Contracting and Compliance Advisor

    2 weeks ago

    Longueuil, Quebec, Canada Beneva Full time

    Job Posting Title:Network Contracting and Compliance AdvisorStatus:Temporary (Fixed Term)**Job Description**:Comme conseiller(-ère) à la mise sous contrat et conformité des réseaux, votre rôle consistera à jouer un rôle conseil et stratégique au chapitre de l'analyse et de l'amélioration des pratiques et des processus. Vous êtes un expert conseil...

  • Scientifique de Données Expert en Techniques

    2 weeks ago

    Longueuil, Quebec, Canada La Capitale Financial Security Full time

    locations- Longueuil, Québec- Québec, Québec- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- R8256 Titre d'emploi:Scientifique de données expert en techniques émergentes d'intelligence artificielleStatut:RégulierSommaire:Vous vous réaliserez dans les fonctions suivantes:- Interpréter les enjeux d'affaires internes et...

  • Banking Advisor

    1 month ago

    Longueuil, Quebec, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 19861Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 30 hoursFull Time / Part Time? Part-TimeNumber of Hours: 30Posting date: 21-Feb-2024Location: Saint-Hubert, Quebec CityProvince/State: QuebecArea of Interest: Advisory services, Personal bankingA career as a Banking Advisor at...

  • Banking Advisor

    4 weeks ago

    Longueuil, Quebec, Canada National Bank Full time

    Job PostingAttendance On-SiteJob Number: 19861Category: SupportStatus: PermanentType of Contract: PermanentSchedule: Part-Time 30 hoursFull Time / Part Time? Part-TimeNumber of Hours: 30Posting date: 21-Feb-2024Location: Saint-Hubert, Quebec CityProvince/State: QuebecArea of Interest: Advisory services, Personal bankingA career as a Banking Advisor at...

  • Client Advisor

    2 weeks ago

    Longueuil, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob Description**This is an opportunity for candidates to express their interest in current and future positions in the South-Shore of Montreal (Brossard, Candiac, Chateauguay, Boucherville, Longueuil, La Prairie, St-Hubert, St-Bruno, St-Lambert, Varennes, St-Constant) or Montérégie (Beloeil, Saint-Jean-sur-Richelieu, Chambly, Saint-Hyacinthe)...

  • Analyst - Financial Information

    2 weeks ago

    Longueuil, Quebec, Canada Innergex Energie Renouv Full time

    Why should you join our team? Innergex Renewable Energy Inc. is an independent renewable energy producer with an extensive and growing portfolio of assets in Canada, the United States, France and Chile. The Corporation develops, acquires, owns and operates hydroelectric facilities, wind farms, solar farms and energy storage facilities.For more than 30 years,...

  • Planificateur financier

    4 weeks ago

    Longueuil, Quebec, Canada National Bank Full time

    Présence Hybride Numéro de poste: 20301 Catégorie: Professionnel sénior Statut: Permanent Type de contrat: Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication: 01-avr-2024 Lieu: Saint-Hubert, Québec Ville: Saint-Hubert Province/État: Québec Domaine d'intérêt: Conseils et services en succursales En tant que...

  • Planificateur financier

    2 months ago

    Longueuil, Quebec, Canada National Bank Full time

    Présence Hybride Numéro de poste: 20301 Catégorie: Professionnel sénior Statut: Permanent Type de contrat: Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication: 01-avr-2024 Lieu: Saint-Hubert, Québec Ville: Saint-Hubert Province/État: Québec Domaine d'intérêt: Conseils et services en succursales En tant que...

  • Advisory Agent

    2 weeks ago

    Longueuil, Quebec, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Agent en Gestion de L'assurance Santé

    2 weeks ago

    Longueuil, Quebec, Canada La Capitale Financial Security Full time

    locations- Longueuil, Québec- Québec, Québec- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- R7480 Titre d'emploi:Agent en gestion de l'assurance santéStatut:RégulierSommaire:À titre d'agent(-e) en gestion de l'assurance santé, vous aurez à vérifier, traiter et analyser les demandes de prestations d'assurance santé des...

  • Directeur-adjoint - Relations Clients

    2 weeks ago

    Longueuil, Quebec, Canada La Capitale Financial Security Full time

    locations- Longueuil, Québec- time type- Temps plein- posted on- Publié aujourd'hui- job requisition id- R8262 Titre d'emploi:Directeur-adjoint - Relations clientsStatut:RégulierSommaire:Vous êtes un gestionnaire mobilisant possédant des habiletés de coaching ayant à cœur l'expérience client et l'expérience employé?Venez mettre vos talents à...

  • automotive dismantler

    2 weeks ago

    Longueuil, Quebec, Canada Gamex inc. Full time

    Education: No degree, certificate or diplomaExperience: 1 to less than 7 monthsWork site environmentDustyNoisyOutdoorsWork settingRural areaTasksInspect products to determine the requirements for repairCalibrate products using hand toolsArea of specializationMechanicalSecurity and safetyCriminal record checkWork conditions and physical capabilitiesManual...

  • general labourer

    2 weeks ago

    Longueuil, Quebec, Canada Techo-Bloc inc. Full time

    Education: Expérience: EducationNo degree, certificate or diplomaWork site environmentDustyHotNoisyWork settingManufactureTasksCheck and weigh materials and productsSort, pack, crate and package materials and productsAssist machine operators, assemblers and other workersPerform other labouring and elemental activitiesClean machines and immediate work...

  • Aeronautical project engineer

    2 weeks ago

    Longueuil, Quebec, Canada PCUBED CANADA INC. Full time

    Education:Bachelor's degreeExperience:3 years to less than 5 years or equivalent experienceComputer and technology knowledge:MS ProjectArea of work experience:Project managementProject planningSecurity and safetyCriminal record checkWork conditions and physical capabilities:Tight deadlinesPersonal suitability:Client focusEfficient interpersonal skillsTeam...