Talent.com
Financial Security Advisor, Insurance
Financial Security Advisor, Insurance0000055739 RBC Insurance Agency Ltd. • Canada,Quebec,CONSTANT,SAINT
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

0000055739 RBC Insurance Agency Ltd. • Canada,Quebec,CONSTANT,SAINT
Il y a plus de 30 jours
Type de contrat
  • Temps plein
Description de poste

Job Description

What is the opportunity?We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you 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. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!What will you do?
  • 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
  • Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
  • 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 centers 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
What do you need to succeed?Must have
  • Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
  • 2+ years’ professional sales experience
  • Ability to develop and maintain strong client relationships
  • Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date
  • An existing network of referrals and approved centers of influence
  • Post-secondary degree or equivalent
  • Digital literacy using a variety of systems and tools
  • Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area
Nice to have
  • Fluent in French and English
  • Great communication skills
  • Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)
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.
  • 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
  • RBCI software tools to boost your productivity
#LI-ML1 Job SkillsCommunication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales ActivitiesAdditional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-02

Application Deadline:

2026-04-27Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveOur Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Join our Talent Community

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

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Créer une alerte emploi pour cette recherche

Financial Security Advisor, Insurance • Canada,Quebec,CONSTANT,SAINT

Offres similaires

Remote Security Solutions Advisor

OptivQuebec, Capitale-Nationale, CA
Télétravail
Temps plein

Become a trusted partner as a Remote Security Advisor, leveraging sales skills and security expertise to design bespoke solutions.Engage clients with cutting-edge technologies while working remotel...Voir plus

 • Offre sponsorisée

Impactful Financial Advisor | Flexible, Unlimited Earnings

Sun Life QuébecLévis, Chaudière-Appalaches, CA
Temps plein

A leading financial services provider in Lévis is seeking Financial Advisors who thrive on building relationships and helping clients achieve financial security.You'll connect with individuals and ...Voir plus

 • Offre sponsorisée

Senior Presales Security Advisor - Remote

Optiv SecurityQuebec, Capitale-Nationale, CA
Télétravail
Temps plein

A leading cybersecurity firm is seeking a Sr.Presales Security Advisor to drive client relationships and design tailored security solutions.This remote position in Western Canada requires at least ...Voir plus

 • Offre sponsorisée

Remote Insurance Advisor

Eastern Atlantic Canada CareersQuebec, Capitale-Nationale, CA
Télétravail
Temps plein

Remote Insurance Sales Representative – Full-time Flexible Hours, High Earnings, & Growth Potential.We are seeking motivated individuals to.Life, Annuities, Medicare, Health, Casualty, Accident and...Voir plus

 • Offre sponsorisée

Private Client Adviser /Securities Specialist / Financial Planner

TalentSphere Staffing SolutionsQuebec, Capitale-Nationale, CA
Temps plein

Private Client Adviser / Securities Specialist / Financial Planner.Position: Private Client Adviser / Securities Specialist / Financial Planner.Location: Saskatchewan - REMOTE.Salary: $180,000 - $2...Voir plus

 • Offre sponsorisée

Bilingual Financial Advisor — Build Trust & Grow Wealth

RBCQuebec, Capitale-Nationale, CA
Temps plein

A leading financial institution in Canada seeks a Financial Advisor to build and maintain relationships with personal and small business clients.This role requires providing proactive advice on cre...Voir plus

 • Offre sponsorisée

Financial Advisor for Client Engagement

Canadian Imperial Bank of CommerceQuebec, Capitale-Nationale, CA
Temps plein

Drive client success as a Financial Advisor focused on engagement and personalized solutions.Utilize your financial expertise to create forward-looking plans and enhance client relationships in a s...Voir plus

 • Offre sponsorisée

Remote Security Solutions Advisor

Optiv SecurityQuebec, Capitale-Nationale, CA
Télétravail
Temps plein

Shape impactful security programs as a trusted advisor in a fully remote role.Utilize broad security expertise to guide clients in designing scalable security solutions aligned with their needs.In ...Voir plus

 • Offre sponsorisée

Licensed Investment Advisor Assistant - The Mullings Group

The Mullings Groupsaint-augustin-de-desmaures, qc, ca
Temps plein

The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Voir plus

 • Offre sponsorisée

SUN LIFE FINANCIAL ADVISOR-Experienced (Licensed/Registered)

Sun LifeQuebec, Capitale-Nationale, CA
Permanent

It all starts with great advice.Make the move to becoming a Sun Life advisor today!.Running your own business is tough, yet so rewarding.Why not have a partnership that gives you a competitive adva...Voir plus

 • Offre sponsorisée

Independent Financial Advisor — Build Your Own Practice

Sun LifeQuebec, Capitale-Nationale, CA
Temps plein

A leading financial services company is seeking individuals to become financial advisors.This commission-based role allows you to manage your own business while providing personalized financial sol...Voir plus

 • Offre sponsorisée

Financial Security Advisor – Independent

Co-operatorsQuebec, Capitale-Nationale, CA
Temps plein

Employment Type: Regular Full-Time.Language: Bilingualism in English and French is required.Additional Information: This/these role(s) is/are currently vacant.We are a leading Canadian financial se...Voir plus

 • Offre sponsorisée

Bilingual Financial Advisor Helping Clients Grow Their Wealth

RBCQuebec, Capitale-Nationale, CA
Temps plein

Drive strong client relationships as a proactive Financial Advisor.Utilize empathy and digital tools to provide tailored financial solutions to high-value personal and small business clients.You wi...Voir plus

 • Offre sponsorisée

Remote Life Insurance Advisor Position

Specialty Life InsuranceQuebec, Capitale-Nationale, CA
Télétravail
Temps plein

Become a Life Insurance Advisor from home, connecting with pre-qualified clients while enjoying a competitive salary and bonuses.This role offers growth opportunities and comprehensive training pro...Voir plus

 • Offre sponsorisée

Financial security advisor (Quebec)*

iA Financial GroupQuebec, Capitale-Nationale, CA
Temps plein

Play an important role in people’s lives?.Be recognized for your consulting services?.Then go ahead – take a huge step forward and take charge of your career!.Become an iA Advisor (Quebec)*: Enjoy ...Voir plus

 • Offre sponsorisée

Client-Focused Securities Advisor Role in a Hybrid Environment

Desjardins GroupQuebec, Capitale-Nationale, CA
Temps plein

Elevate your career as a client-focused securities advisor, engaging hybrid work to better serve clients.Develop and maintain relationships while selling tailored securities products based on indiv...Voir plus

 • Offre sponsorisée

Senior Advisor, Insurance Risk Oversight

iA Financial Group (Industrial Alliance)Quebec, Capitale-Nationale, CA
Temps plein

Are you driven by the world of insurance and financial services and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a ...Voir plus

 • Offre sponsorisée

Remote Financial Security Advisor - Quebec (Bilingual)

Co-operatorsQuebec, Capitale-Nationale, CA
Télétravail
Temps plein

A leading financial services co-operative is seeking a Financial Advisor to provide tailored financial solutions while managing your own insurance agency.The position requires a life insurance lice...Voir plus