Financial Security Specialist

3 weeks ago

Mascouche, Quebec, Canada Royal Bank of Canada> Full time

Opportunity Overview

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. 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. You will work alongside internal partners who support you in deepening 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

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

Royal Bank of Canada is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities

Additional Job Details

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Inclusion and Equal Opportunity Employment

Royal Bank of Canada is 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. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

Join our Talent Community

Stay in-the-know about great career opportunities at Royal Bank of Canada. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

  • Financial Security Specialist

    2 months ago

    Mascouche, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat 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...

  • Financial Security Specialist

    2 months ago

    Mascouche, Quebec, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat 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...

  • Financial Security Advisor, Insurance

    4 weeks ago

    Mascouche, Quebec, Canada Royal Bank of Canada> Full time

    Job Opportunity: Financial Security Advisor, InsuranceWe are seeking a highly motivated and driven individual to join our Field Sales team at Royal Bank of Canada. As a Financial Security Advisor, Insurance, you will provide integrated life insurance planning and advice to clients, helping them navigate their financial security needs.Key...

  • Financial Security Specialist

    1 month ago

    Mascouche, 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

    Mascouche, 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 Advisor, Insurance

    3 weeks ago

    Mascouche, 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...

  • Accounting Specialist

    3 weeks ago

    Mascouche, Quebec, Canada beBee Professionals Full time $45,000 - $60,000

    We are seeking an experienced Accounting Specialist to join our finance team. In this role, you will be responsible for maintaining accurate financial records, handling accounts payable and receivable, and ensuring the integrity of our accounting practices.Responsibilities:Manage and maintain financial records, including ledgers, invoices, and...

  • Mortgage Business Development Specialist

    3 weeks ago

    Mascouche, Quebec, Canada BMO Full time

    Mortgage Business Development SpecialistAt BMO, we're committed to helping our customers achieve their financial goals. As a Mortgage Business Development Specialist, you'll play a key role in building and maintaining relationships with referral sources to drive new mortgage business and increase BMO's share of the home financing market.Key...

  • Mortgage Business Development Specialist

    1 month ago

    Mascouche, Quebec, Canada BMO Full time

    Mortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral sources to drive new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Actively search for sales opportunities...

  • Mortgage Business Development Specialist

    2 months ago

    Mascouche, Quebec, Canada BMO Full time

    Mortgage Specialist Job DescriptionBMO is seeking a skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral sources to drive new mortgage business and increase BMO's share of the home financing market.Key Responsibilities:Actively search for sales opportunities...

  • Mortgage Specialist

    3 weeks ago

    Mascouche, Quebec, Canada BMO Full time

    Job SummaryBMO is seeking a highly skilled Mortgage Specialist to join our team. As a Mortgage Specialist, you will be responsible for cultivating and building relationships with referral sources to drive new mortgage business and increase BMO's share of the home financing market.Key ResponsibilitiesActively search for sales opportunities to achieve...

  • Site Support Specialist

    2 months ago

    Mascouche, Quebec, Canada beBee Professionals Full time $25,000 - $35,000

    Job SummaryWe are seeking a motivated and detail-oriented Construction Helper to join our team at beBee Professionals in Mascouche. As a Construction Helper, you will play a vital role in supporting skilled tradespeople, maintaining tools and equipment, and ensuring a safe and efficient work site.Key ResponsibilitiesAssist carpenters, electricians, and other...

  • Site Support Specialist

    2 months ago

    Mascouche, Quebec, Canada beBee Professionals Full time $25,000 - $35,000

    Job SummaryWe are seeking a motivated and detail-oriented Construction Helper to join our team at beBee Professionals in Mascouche. As a Construction Helper, you will play a vital role in supporting skilled tradespeople, maintaining tools and equipment, and ensuring a safe and efficient work site.Key ResponsibilitiesAssist carpenters, electricians, and other...

  • Mortgage Business Development Specialist

    2 weeks ago

    Mascouche, Quebec, Canada BMO Full time

    About the Role:BMO is seeking a highly skilled Mortgage Business Development Specialist to join our team. As a key member of our Retail Banking Sales and Service team, you will be responsible for cultivating and building relationships with a third-party network of referral sources to drive new mortgage business and increase BMO's share of the home financing...

  • Accounting Specialist

    3 weeks ago

    Mascouche, Quebec, Canada A & A Consultants Full time

    Accounting Technician RoleWe are seeking a dynamic professional to join our accounting team as an Accounting Technician. This role is essential for our company's growth and success.Main Responsibilities:Manage the complete accounting cycle, including financial reporting and analysis.Closing the month of tax production and ensuring accurate financial...

  • Asset Protection Specialist

    4 weeks ago

    Mascouche, Quebec, Canada Loblaw Companies Limited Full time

    Are you a detail-oriented and organized individual with a passion for safety and security? Loblaw Companies Limited is seeking dedicated Asset Protection Representatives to safeguard our retail locations and contribute to a positive shopping experience for our customers. As an integral part of our team, you will play a vital role in deterring, detecting,...

  • Asset Protection Specialist

    3 months ago

    Mascouche, Quebec, Canada Loblaw Companies Limited Full time

    Are you a detail-oriented and organized individual with a passion for safety and security? Loblaw Companies Limited is seeking dedicated Asset Protection Representatives to safeguard our retail locations and contribute to a positive shopping experience for our customers. As an integral part of our team, you will play a vital role in deterring, detecting,...

  • Wealth Management Specialist

    2 months ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...

  • Wealth Management Specialist

    1 month ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...

  • Wealth Management Specialist

    2 months ago

    Mascouche, Quebec, Canada Desjardins Full time

    Job Title: Wealth Management AdvisorAs a Wealth Management Advisor at Desjardins, you will play a key role in developing and maintaining lasting and trusting business relationships with members and clients. Your primary responsibility will be to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate...