Financial Security Specialist

2 months ago


TroisRivières, Quebec, Canada Royal Bank of Canada Full time
About the Role

We are seeking a highly motivated and entrepreneurial 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 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.
Requirements
  • 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 with 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.
What We Offer
  • 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.
About Us

Royal Bank of Canada is committed to supporting flexible work arrangements when and where available. We are dedicated to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.



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