Life, Health and Wealth Advisor

2 weeks ago


London, Canada RBC Insurance Full time

**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
- Fluently bilingual in English and Mandarin/Cantonese, both written and spoken
- 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
- Life/A&S License (HLLQP/LLQP), or the willingness to complete
- 1-2+ years’ professional sales experience in the Insurance Industry
- An existing network of referrals and approved centres of influence
- Digital literacy using a variety of systems and tools

**Nice to have**
- 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_.

**Job Summary**

Performs basic requirements analysis to specify clients' overall priorities and expectations; suggests possibilities for new markets and policies for an insurance product line or within a given territory. Applies complete knowledge, skills, and practices to perform assignments.

**Address**:
OAKVILLE, Ontario, Canada

**City**:
CAN-ON-OAKVILLE

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Insurance

**Category**:
Sales and Advisory

**Sub Category**:
Client Advisory and Sales

**Position Level**:
GG09

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2022-03-25-07:00

**Application Deadline**:
2022-05-31-07:00

**I*nclusion** 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.

**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.

**Salary**: From $34,367.00 per year

Schedule:

- 8 hour shift

Supplemental pay types:

- Bonus pay
- Commission pay

**Experience**:

- Sales: 3 years (preferred)

Work Locatio



  • London, Canada RBC Insurance Full time

    **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...


  • London, Canada RBC Full time

    Job SummaryJob Description What is the opportunity? 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...

  • Advisor Assistant

    3 weeks ago


    London, Canada Zavitz Insurance & Wealth Inc. Full time

    Zavitz Insurance & Wealth Inc. is an award-winning organization recognized for our customer service excellence and community involvement. Our vision is to be an industry leader and innovator in providing tailored solutions to protect the long-term wellbeing of clients and their families. Zavitz Insurance & Wealth’s commitment is to always act in the...


  • London, Canada Canada Life Assurance Company Full time

    **Job Description**: As an important part of the Individual Customer Wealth Claims Team, you will be primarily responsible for timely clerical and administrative support for the Wealth Claims Department. This role reports to Nicole Calleja, Associate Manager, Wealth, and Life Claims Support. **What you will do** - Review and set-up new claims for Wealth...


  • London, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISOR page is loadedSUN LIFE FINANCIAL ADVISORApply locations North York, OntarioTime type Full timePosted on Posted 10 Days AgoJob requisition id JR00034515You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues -...

  • Financial Advisor

    3 weeks ago


    London, Canada Assante Wealth Management - The Andrews Group Full time

    **Position: Financial Advisor** **Company: The Andrews Group** **Location: London, Ontario** Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborative planner/advisor who is passionate about having an impact on the lives of...


  • London, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORApplyLocations: London, OntarioTime Type: Full timePosted on: Posted 2 Days AgoJob Requisition ID: JR00034525You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...


  • London, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORApplyLocations: Thunder Bay, OntarioTime Type: Full timePosted on: Posted YesterdayJob Requisition ID: JR00034423You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager...


  • London, Canada Financière Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing...


  • London, Canada Assante Wealth Management - The Andrews Group Full time

    **Position**: Associate Financial Advisor **Company**: Assante Wealth Management/The Andrews Group **Location**: London, Ontario We are hiring for one of our wonderful clients in the wealth management industry. Assante Wealth Management/The Andrews Group is a well-established firm providing exceptional and trusted wealth planning advice to discerning...


  • London, Ontario, Canada Sun Life Full time

    Job Description : Req#JR00034525 FC008 London-Huron What's holding you back from building your own business? Take control of your life and determine your own success. Enjoy financial independence and work life balance. As a Sun Life advisor, you'll receive exceptional training and support to help build your business, competitive compensation, and...


  • London, Ontario, Canada Raymond James Financial Full time

    Job Description - Wealth Advisor Assistant (2500158)Wealth Advisor Assistant - 2500158At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.Raymond James Ltd. is Canada's leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth...


  • London, Ontario, Canada NBC Full time

    Area of Interest: Wealth management ...


  • London, Canada The Canada Life Assurance Company Full time

    Permanent Full Time We're hiring for a permanent full-time **Manager, Wealth Support** in London, ON. **What you will do**: Team Leadership: - Lead, mentor, and develop a team of Business Analysts and Specialists. - Foster a collaborative and performance-driven environment. - Monitor team performance, setting clear objectives and key performance...


  • London, Ontario, Canada Bighornlaw Full time

    About PHP OntarioWe're a company that values relationships, empowerment, and growth. Our mission is to cultivate a dynamic and enjoyable environment where integrity, transparency, and trust are at the core of everything we do.Job DescriptionWe're seeking a Wealth Protection and Planning Advisor to join our team. As a trusted financial advisor, you'll help...

  • Wealth Associate

    5 hours ago


    London, Ontario, Canada National Bank Full time

    Attendance On-Site Job number 23403 Category Professional Status: Temporary 12 months Type of Contract Temporary Number of months 12 months Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 12-Nov-2024 Location: London, Ontario City London Province/State Ontario Area of Interest: Wealth management A career as a Wealth Associate at National...


  • London, Ontario, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORLocations: Scarborough, OntarioTime Type: Full TimePosted On: Posted YesterdayJob Requisition ID: JR00034442You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to...


  • London, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • London, Ontario, Canada Scotiabank Full time

    Company OverviewScotiabank is a leading financial institution dedicated to helping customers achieve their financial goals. Our team of experts is committed to delivering exceptional service and building lasting relationships with our clients.Job DescriptionAs a Strategic Wealth Advisor at Scotiabank, you will be responsible for providing expert advice to...


  • London, Ontario, Canada Banque Nationale du Canada Full time

    About Us">National Bank Financial – Wealth Management is a leading investment brokerage firm in Canada. With close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches, we offer an exceptional client experience. You will team up with a wealth advisor to provide top-notch service and collaboration will...