Financial Security Specialist

2 months ago

SaintHyacinthe, Quebec, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the Opportunity?

We are seeking highly motivated and driven individuals to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your ability 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 deepen your client relationships through effective opportunity spotting and honest sales practices. We promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed.

Key Responsibilities

  • 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.

Requirements

Must have:

  • Post-secondary degree or equivalent.
  • Life License (HLLQP/LLQP) Insurance of persons certification or the willingness to complete it prior to start date.
  • Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed.
  • The ability to develop and maintain strong client relationships.
  • Professional sales experience with an entrepreneurial mindset.
  • An existing network of referrals within the community.
  • Digital literacy using a variety of systems and tools.

Nice to have:

  • Professional sales experience in the insurance domain.
  • Fluency 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?

  • The resources and support you need to develop your client portfolio and advance your career goals.
  • 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.

  • Financial Security Specialist

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    About the RoleAs a Financial Security Specialist at Desjardins, you will play a key role in serving, prospecting for, soliciting, and developing and maintaining business relationships with members and clients. Your primary focus will be on selling life and health insurance products and services through multiple distribution channels based on member/client...

  • Financial Security Specialist

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    About the RoleAs a Financial Security Specialist at Desjardins, you will play a key role in serving, prospecting for, soliciting, and developing and maintaining business relationships with members and clients. Your primary focus will be on selling life and health insurance products and services through multiple distribution channels based on member/client...

  • Security Manager, Infrastructure

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleIntact Financial Corporation is seeking a highly skilled Security Manager, Infrastructure to join our team. As a key member of our Corporate Security team, you will be responsible for developing, coordinating, and implementing security best practices and workload prioritization to secure our infrastructure and systems.Key ResponsibilitiesLead...

  • Security Manager, Infrastructure

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleIntact Financial Corporation is seeking a highly skilled Security Manager, Infrastructure to join our team. As a key member of our Corporate Security team, you will be responsible for developing, coordinating, and implementing security best practices and workload prioritization to secure our infrastructure and systems.Key ResponsibilitiesLead...

  • Financial Security Specialist

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals by providing expert advice on life, health, and disability insurance products.Key ResponsibilitiesAssess client needs and provide...

  • Financial Security Specialist

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a key member of our organization, you will play a vital role in helping our clients achieve their financial goals by providing expert advice on life, health, and disability insurance products.Key ResponsibilitiesAssess client needs and provide...

  • Financial Security Specialist

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Key ResponsibilitiesConnect with clients to understand their life...

  • Financial Security Specialist

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Key ResponsibilitiesConnect with clients to understand their life...

  • Financial Security Specialist

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Key ResponsibilitiesConnect with clients to understand their life...

  • Financial Security Specialist

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As an accredited Life & Wealth Advisor, you will provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions.Key ResponsibilitiesConnect with clients to understand their life...

  • IT Specialist, Technical Operations

    2 days ago

    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the role:We are seeking a highly skilled IT Specialist, Infrastructure to join our team. This individual will be responsible for managing endpoint control for employees and clients across 80 tenants.Key Responsibilities:Manage Microsoft Intune and Configuration Manager environmentsImplement and maintain endpoint security measuresIntegrate and deploy...

  • Financial Security Advisor

    3 weeks ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a Financial Security Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice on life, health, disability, and critical illness insurance products.Key ResponsibilitiesSell and provide advice on...

  • Financial Security Advisor

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a Financial Security Advisor, you will play a key role in helping our members and clients achieve their financial goals by providing expert advice and guidance on life, health, and disability insurance products.Key ResponsibilitiesSell and provide advice...

  • Financial Security Advisor

    3 weeks ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a Financial Security Advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice on life, health, disability, and critical illness insurance products.Key ResponsibilitiesSell and provide advice on...

  • Financial Security Advisor

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    Job SummaryWe are seeking a highly skilled Financial Security Advisor to join our team at Desjardins. As a Financial Security Advisor, you will play a key role in helping our members and clients achieve their financial goals by providing expert advice and guidance on life, health, and disability insurance products.Key ResponsibilitiesSell and provide advice...

  • Financial Security Advisor

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    {"title": "Financial Security Advisor", "content": "Job SummaryAs a Financial Security Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. You will be responsible for selling and providing advice on life, health, disability, and critical illness insurance products, as well as assessing customer...

  • Financial Security Advisor

    2 months ago

    Saint-Hyacinthe, Quebec, Canada Desjardins Full time

    {"title": "Financial Security Advisor", "content": "Job SummaryAs a Financial Security Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. You will be responsible for selling and providing advice on life, health, disability, and critical illness insurance products, as well as assessing customer...

  • Senior Security Consultant

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe're seeking a seasoned Senior Security Advisor to join our team and contribute to our mission of helping people, businesses, and society prosper in good times and be resilient in bad times.As a key member of our team, you'll be responsible for identifying security events, advising and supporting our team in all stages of development, and...

  • Senior Security Consultant

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe're seeking a seasoned Senior Security Advisor to join our team and contribute to our mission of helping people, businesses, and society prosper in good times and be resilient in bad times.As a key member of our team, you'll be responsible for identifying security events, advising and supporting our team in all stages of development, and...

  • Financial Security Advisor

    1 month ago

    Saint-Hyacinthe, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly motivated and driven individual to join our team as a Financial Security Advisor. As a key member of our team, you will be responsible for providing integrated life insurance planning and advice to our clients. Your expertise in risk management and wealth protection will enable you to provide valuable solutions to our...