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
- 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
- 2-3+ years’ professional sales experience
- 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**:
London, Ontario, Canada

**City**:
London

**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 Plus Commission and Bonus

**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 Location: In person

  • Life, Health and Wealth Advisor

    7 days 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...

  • 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...

  • Insurance Associate

    2 weeks ago

    London, Canada Aviso Wealth Full time

    The Insurance Associate - LWS will enable our Libro Wealth Strategies advisors to enhance insurance services for both wealth protection and wealth preservation, optimize Owner relationships, improve the Advisor experience, and drive revenue growth. Strong knowledge of processes, requirements and documentation relating to both insurance products and services...

  • Advisor Assistant

    4 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...

  • Claims Coordinator Wealth

    3 weeks ago

    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...

  • Claims Coordinator Wealth

    1 week ago

    London, Ontario, 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 setup new claims for Wealth Claims examiners...

  • Distribution Service Assistant-wealth Management

    2 weeks ago

    London, Canada Canada Life Assurance Company Full time

    **Description**: - Welcome to Canada Life!- Temporary Full Time- Reporting to the Associate Manager of Centralized Operations in Individual Customer, you will be a member of a team operating in a fast-paced environment that is responsible for the electronic movement of documents to our Wealth Administrative Teams (Segregated Funds, Annuities, and Mutual...

  • Associate Financial Advisor

    4 weeks ago

    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...

  • Associate Wealth Advisor

    3 weeks ago

    London, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. **Your job**: - Diligently and...

  • Associate Wealth Advisor

    1 month ago

    London, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Associate Wealth Advisor

    4 weeks ago

    London, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Associate Wealth Advisor

    2 weeks ago

    London, Canada NBC Full time

    Area of Interest: Wealth management ...

  • Associate Manager, Wealth Strategic Projects

    2 weeks ago

    London, Canada Canada Life Assurance Company Full time

    Associate Manager, Wealth Strategic Projects **Description: - Permanent Full Time- Reporting to the Manager, Ops Support the Associate Manager, Strategic Project Implementations primary responsibility is to support the senior management team in leading business change and driving projects and initiatives. Implementing change has become increasingly...

  • Associate Wealth Advisor

    4 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. Your job: Diligently and attentively...

  • Associate Wealth Advisor

    4 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. Your job: Diligently and attentively...

  • Associate Wealth Advisor

    4 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. Your job: Diligently and attentively...

  • Associate Wealth Advisor

    3 weeks ago

    London, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. Your job: Diligently and attentively...

  • Associate Wealth Advisor

    5 hours ago

    London, Canada National Bank Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. Your job: Diligently and attentively...

  • Tax Specialist Wealth Mgmt

    3 weeks ago

    London, Canada Canada Life Assurance Company Full time

    Tax Specialist Wealth Mgmt **Description: - Permanent Full Time- As a Tax Specialist, you will be responsible for all tax reporting with a focus on registered and non-registered products. This includes knowledge of the many systems within Iindividual (Wealth and Insurance) and Group Customer. You will be expected to participate in projects relating to tax...

  • Associate Wealth Advisor

    1 week ago

    London, Ontario, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships.Your job: Diligently and attentively...