Financial Security Advisor

1 week ago

Montréal, 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**

Financial Security Advisor | Conseiller en sécurité financière

(English version below)

**Faites carrière avec nous **

Axée sur le soutien, la culture de RBC est riche en opportunités et en récompenses. Mû par un esprit de coopération, vous contribuerez à la réussite des clients et à la prospérité des collectivités.

Que vous aidiez nos clients à dénicher de nouvelles occasions, conceviez de nouvelles technologies ou apportez des conseils d’expert aux partenaires internes, vous accomplirez un travail utile dans un environnement axé sur le travail d’équipe, le service, la responsabilité, la diversité et l’intégrité.

**En quoi consiste l’emploi ?**

**Nous sommes en pleine croissance Postes en télétravail disponibles à travers la province du Québec.**

Nous sommes à la recherche de personnes autonomes, animées d’un grand enthousiasme et dotées d’un esprit entrepreneurial pour se joindre au Réseau externe de vente de RBC Assurances. En votre qualité de conseiller en assurance vie et patrimoine (PQAP/PQPAV), vous offrirez des services intégrés de planification et conseils en assurance vie à votre réseau de clients RBC recommandés ou nouvellement acquis. Votre détermination à connaître la gamme complète de produits d’assurance vie, assurance vie entière, prestations du vivant, et de gestion de patrimoine de RBC Assurances vous permet d’offrir des solutions judicieuses aux clients en fonction de leurs besoins. En plus de vos propres activités de sollicitation et de réseautage, vous êtes soutenu par des partenaires internes vous aident à approfondir vos relations avec les clients par la recherche efficace d’occasions de vente et des pratiques de vente honnêtes. Nous sommes fiers de valoriser une culture dans laquelle les employés performants et les idées brillantes sont récompensés et le travail d’équipe est encouragé. Lorsque vous réussissez, nous réussissons aussi. Joignez-vous à nous.

**Quelles seront vos tâches?**
- Établir des liens avec les clients par la démarche exploratoire afin de mieux comprendre les événements de leur vie et de proposer des conseils complets en assurance et en finance qui correspondent à leurs besoins actuels et évolutifs.
- Appuyer le principe «Le client avant tout » dans un environnement digital en rencontrant les clients au moment qui leur convient le mieux.
- Établir et approfondir les relations avec la clientèle en recourant à l’outil Salesforce et à d’autres outils conformes/formulaires en ligne.
- Contribuer à la réussite de l’équipe en vente et en assumer la responsabilité en atteignant ses objectifs de vente individuels.
- Élargir son réseau de contacts externes en tirant parti des occasions sur le marché et des recommandations de personnes d’influence approuvées.
- Revoir régulièrement ses résultats commerciaux individuels et adapter les activités selon le besoin afin d’atteindre les objectifs établis.
- Appuyer la vision de RBC de compter parmi les institutions financières les plus respectées et les plus florissantes au monde.

**Ce dont vous avez besoin pour réussir?**

**Exigences**
- Diplôme d’études postsecondaires ou l’équivalent
- Bilinguisme français et anglais
- Permis de vente d'assurance vie (PQAP/PQPAV), ou la volonté de l'obtenir avant la date de début
- Expérience professionnelle dans la vente avec un esprit entrepreneurial
- Compétences en développement des affaires et en prospection avec une attitude orientée vers les objectifs et une forte ambition de réussir
- Capacité à établir et à maintenir des relations clientèle solides
- Réseau de références existant au sein de la communauté
- Littératie numérique utilisant une variété de systèmes et d'outils

**Atouts**:

- Expérience de vente professionnelle dans le domaine de l'assurance
- Titres professionnels de préférence : CFP (Certified Financial Planner), A.V.A. (assureur-vie agréé), CHS (Certified Health Insurance Specialist)

**Qu’est-ce que vous y gagnerez ?**

Nous donnons notre pleine mesure, pensons autrement pour poursuivre notre croissance, et collaborons afin d’offrir des conseils fiables qui contribueront à la réussite des clients et à la prospérité des collectivités. Nous nous soucions du bien-être de chacun et nous sommes déterminés à réaliser notre plein potentiel, et à faire la différence dans la vie de nos clients et des collectivités.
- Les r

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