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Private Client Insurance Specialist
2 weeks ago
**Job Summary**
**What is the opportunity?**
As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients. You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect client’s wealth, possessions and lifestyle. You will also build relationships with Wealth advisors within assigned Wealth Management locations while working with a team of RBC Insurance High Net Worth Specialists to provide HNW clients with complete solutions.
**What will you do?**
- Contribute to and is responsible/accountable for team sales success through achievement of individual sales goal
- Partner with WM advisors to effectively meet their clients individual Home and Auto Insurance needs as part of RBC’s strategy to wrap our arms around our clients
- Develop and implement business plan for assigned territory in terms of which WM advisors to target, relationship building plans
- Provide a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, leading to tailored solutions aligned to our clients’ needs
- Promote and create an environment that encourages deepening client relationships
- Communicate and reinforce RBC Vision, National Office and local strategic direction, organizational values and implementation plans
**What do you need to succeed?**
Must-have
- RIBO License and/or General Insurance License (Level 2 AB + BC).
- Minimum 5 years previous sales experience in property and casualty insurance
- Proven experience with relationship management and collaboration
- Strong business communication and presentation skills, highly driven and self-motivated with a positive and enthusiastic attitude
- Remain mobile to accommodate clients and branch meetings (50-75% travel required)
Nice-to-have
- Minimum 1-3 years previous sales experience in private client/high net worth
- College or University education
- CIP Designation, CAIB Designation
**What’s in it for you?**
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- RBCI software tools to boost your productivity
**Job Skills**
Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Group Problem Solving, Identifying Sales Opportunities, Insurance Products, Perseverance and Follow-Through, Sales, Sales Activities, Sales Closing
**Additional Job Details**
**Address**
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
**City**
MISSISSAUGA
**Country**
Canada
**Work hours/week**
37.5
**Employment Type**
Full time
**Platform**
INSURANCE
**Job Type**
Regular
**Pay Type**
Salaried
**Posted Date**
2025-06-12
**Application Deadline**
2025-07-11
**I**nclusion** and Equal Opportunity Employment**
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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