Financial Security Specialist
2 months ago
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.
- 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.
- 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.
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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Financial Security Specialist
1 month ago
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob Title: Field Sales RepresentativeCompany: RBC InsuranceWe are seeking a highly motivated and entrepreneurial individual to contribute to our Field Sales team at RBC Insurance. As a Field Sales Representative, you will play a key role in providing integrated life insurance planning and advice to clients, helping them to achieve their long-term financial...
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Financial Security Specialist
1 month ago
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob Title: Field Sales RepresentativeCompany: RBC InsuranceWe are seeking a highly motivated and entrepreneurial individual to contribute to our Field Sales team at RBC Insurance. As a Field Sales Representative, you will play a key role in providing integrated life insurance planning and advice to clients, helping them to achieve their long-term financial...
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Financial Security Specialist
4 weeks ago
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob OpportunityWe 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...
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Financial Security Specialist
4 weeks ago
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob SummaryJob OpportunityWe 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...
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Financial Security Specialist
1 month ago
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob 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
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob 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
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As a Life & Wealth Advisor, you will provide integrated life insurance planning and advice to clients, leveraging your expertise to deliver valuable solutions that meet their needs.Key ResponsibilitiesConnect with clients to understand...
-
Financial Security Specialist
1 month ago
Trois-Rivières, Quebec, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As a Life & Wealth Advisor, you will provide integrated life insurance planning and advice to clients, leveraging your expertise to deliver valuable solutions that meet their needs.Key ResponsibilitiesConnect with clients to understand...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities: Provide administrative support to Financial Consultants and Portfolio Managers, including preparation and processing of client documentation and...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Regional Administrative Specialist, you'll play a key role in supporting our Financial Consultants and Portfolio Managers in delivering exceptional client experiences.Key Responsibilities:• Provide administrative and operational support to...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in providing administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:• Prepare and process client documentation and transaction requests...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887We are seeking a highly skilled Regional Administrative Specialist to provide administrative and operational support to our Financial Consultants and Portfolio Managers.As a key member of our team, you will be responsible for preparing and processing client documentation, inputting transaction requests, and maintaining the currency and...
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Trois-Rivières, Quebec, Canada Scotiabank Full timeRequisition ID: 200887At Scotiabank, we're committed to delivering exceptional client experiences. As a Regional Administrative Specialist, you'll play a vital role in supporting our Financial Consultants and Portfolio Managers. Your attention to detail and organizational skills will ensure seamless administrative support, enabling our team to focus on...
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