Insurance Advisor

2 weeks ago


Ottawa, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Insurance Advisor - Life, Health and Wealth

**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/A&S License (HLLQP/LLQP) 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 minsdet
- An existing network of referrals and approved centres of influence
- Digital literacy using a variety of systems and tools

**Nice to have**
- Bilingual (French & English)
- Professional sales experience in the Insurance industry
- 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

EVPP2

LI-Remote

**Job Summary**

**Address**:
OTTAWA, Ontario, Canada

**City**:
CAN-ON-OTTAWA

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Insurance

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-07-28

**Application Deadline**:
2023-08-28

**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.



  • Ottawa, Canada Cooperators - Byrne Insurance Agency Inc. Full time

    Full time employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonus, plus paid medical and dental benefits. A great role with room to grow and develop knowledge and skill. - The Associate Insurance Advisor is a key player in the support and development of the agency operation primarily through the sales and service of The...


  • Ottawa, Canada CFMWS Full time

    **WHO WE ARE** The Canadian Forces Morale and Welfare Services’ (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work...


  • Ottawa, Canada Co-Operators John A. Karn & Associates Inc. Full time

    The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. - Flexible pay options are available (Salary, salary + commission, bonuses,...


  • Ottawa, Canada The Co-operators Full time

    Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and...


  • Ottawa, Canada TD Bank Full time

    **Bilingual (English/French) Insurance Advisor (must reside in Ottawa)**: - 431194BR **Job Category - Primary** - Call Center **Work Location** - 1595 Telesat Court **Employment Type** - Regular **City** - Kanata, Orleans, Ottawa **Time Type** - Full Time **Province/State** - Ontario **Hours** - 35 hours per week **Workplace Model** - Hybrid **Pay...


  • Ottawa, Ontario, Canada Royal Bank of Canada Full time

    Job 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 Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...


  • Ottawa, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** "Welcome to TD, how can I help?" Helping is at the heart of all we do within TD's contact center, and we're proud of the value we deliver for more than 25 million clients. TD Insurance colleagues are part of the greater TD family with a...


  • OTTAWA, Canada Royal Bank of Canada Full time

    Job 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 Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...

  • Financial Advisor

    4 weeks ago


    Ottawa, Canada The Co-operators Full time

    As an exclusive Financial Advisor of The Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, you will build strong, visible ties to the community and will...


  • Ottawa, Canada RBC - Royal Bank Full time

    Job 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 Insurance Advisor Life, Health & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC...

  • Service Advisor

    6 days ago


    Ottawa, Canada AutoCanada Inc. Full time

    **Service Advisor** **417 Nissan** **Gloucester, ON** We are looking for** **a **Service Advisor** who is passionate about delivering an exceptional customer experience to join our growing team! 417 Nissan** **is looking for a friendly and motivational individual to fill this position. You will play a key role in curating the service experience for our...

  • Associate Advisor

    3 weeks ago


    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Associate Advisor

    3 weeks ago


    Ottawa, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISOR Desjardins Financial Security Independent Network  Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...

  • Energy Advisor

    5 days ago


    Ottawa, Canada ecostep Full time

    ecostep is looking for experienced Registered Energy Advisors (REA) to join our growing team. ecostep has partnerships with equipment suppliers and contractors across Ontario and is looking for REA’s to perform home energy assessments under the Home Efficiency Rebate Plus (HER+) and Canada Greener Homes Program. ecostep offers competitive rates along with...

  • Associate Advisor

    5 days ago


    Ottawa, Ontario, Canada Desjardins Financial Security Independent Network - Ottawa #118 Full time

    ASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping people reach their goals, enjoy a team environment and are looking for a...


  • Ottawa, Canada National Research Council Canada Full time

    Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. We are looking for a Human Resources Advisor to join the Client Services Team within the Human Resources Branch. The Human Resources Advisor will be someone who shares our core values of...


  • Ottawa, Canada Children's Village of Ottawa-Carleton Full time

    **Licensed Home Child Care Program** **Internal/External Job Postings** The Children’s Village has a long and distinguished history of caring for Ottawa’s children. Established in 1864 as a home for orphans, it has responded over the years to the changing needs of children and their families in the community. Filled with a rich tradition of working...

  • Document Advisor

    4 weeks ago


    Ottawa, Canada Xerox Full time

    **About Xerox Holdings Corporation** As the Document Advisor, you will be responsible for building and maintaining a partnership with the client at all levels that ensures the role becomes primary and central source for trusted advice for all document production and communication needs of the client business units. The document advisor will implement the...


  • Ottawa, Canada Francis Home Environment Heating & Air Conditioning Full time

    **Requirements**: - Self-motivated and driven to exceed goals and expectations - Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities - Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and develop strong relations with...

  • Analyst/advisor

    1 week ago


    Ottawa, Canada RFP Solutions Inc. Full time

    **Job Title: Analyst / Advisor (National Capital Region)** The Analyst/Advisor will work to support the development, implementation, and fairness of procurement strategies, processes and tools that assist our clients in establishing compliant and effective contracting mechanisms and operations. **Analyst/Advisor Responsibilities**: The main...