Financial Security Advisor, Insurance

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 needsPromote a client-first mindset in a digital environment by meeting clients when it is most convenient for themDevelop and deepen client relationships with the use of Salesforce and other compliant customer tools / electronic formsContribute to and be accountable for your team sales success through the achievement of your individual sales goalsIncrease your external networks by capitalizing on market opportunities and referrals from approved centres of influenceRegularly review individual business results and adjust activities as required to meet established targetsDeliver on RBC’s vision to be among the world’s most trusted and successful financial institutionsWhat do you need to succeed?Must havePost-secondary degree or equivalentLife License (HLLQP / LLQP) Insurance of persons certification or the willingness to complete it prior to start dateBusiness development and prospecting skills with a goal-oriented attitude with a strong ambition to succeedThe ability to develop and maintain strong client relationshipsProfessional sales experience with an entrepreneurial mindsetAn existing network of referrals within the communityDigital literacy using a variety of systems and toolsNice to haveProfessional sales experience in the insurance domainFluency 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 goalsA comprehensive compensation package and incentives that recognize strong performanceFlexible health benefits that allow you to choose the level of coverage that is right for you and your familyEmployee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial securityOutstanding training programs and opportunities for career developmentRBCI software tools to boost your productivityRBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager#LI-Hybrid#LI-Remote#LI-ML1 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 DetailsAddress :City : MONTRÉALCountry : CanadaWork hours / week : 37.5Employment Type : Full timePlatform : INSURANCEJob Type : RegularPosted Date : 2025-04-07Application Deadline :2025-08-25 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion 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 a workplace 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 CommunityStay 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.Create a job alert for this search #J-18808-Ljbffr