Talent.com
Financial Security Advisor, Insurance
Financial Security Advisor, Insurance0000050824 RBC Life Insurance Company • WESTMOUNT, Quebec, Canada
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

0000050824 RBC Life Insurance Company • WESTMOUNT, Quebec, Canada
30+ days ago
Job type
  • Full-time
Job description

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 & Wealth Advisor (HLLQP / LLQP) 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
  • 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
  • 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

  • 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
  • Nice to have

  • Professional sales experience in the insurance domain
  • Fluency in English to serve our clients in the community with English speaking needs.
  • 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 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

    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 : 2026-01-19

    Application Deadline :

    2026-02-27 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above 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.

    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.

    Create a job alert for this search

    Financial Advisor • WESTMOUNT, Quebec, Canada

    Similar jobs
    Advisor, Prospr by Sun Life

    Advisor, Prospr by Sun Life

    Sun Life Financial • Montreal, QC, Canada
    Full-time
    You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self. Youll work with dynamic colleagues - experts in their fi...Show more
    Last updated: 15 days ago • Promoted
    Health Insurance Advisor

    Health Insurance Advisor

    Mercor • Montreal (administrative region), QC, CA
    Full-time
    Headquartered in San Francisco, our investors include.Insurance Claims and Policy Processing Clerk.Design questions related to insurance claims and policy processing for a top AI company.Collaborat...Show more
    Last updated: 1 day ago • Promoted
    Investment Advisor : Personalize Savings & Investments

    Investment Advisor : Personalize Savings & Investments

    National Bank of Canada • Montreal (administrative region), QC, CA
    Full-time
    A major financial institution is hiring an Investment Advisor in Montreal.You will assist clients by providing advice and tailored savings solutions. The role demands a college diploma and a mutual ...Show more
    Last updated: 10 days ago • Promoted
    Financial Advisor

    Financial Advisor

    Infotree Global Solutions • laval, qc, ca
    Full-time
    Here are the Job details for your review : .Job Title : Account Manager (Mid office).Location : Montréal, QC H3C 1A3.PMs), serving as a broker for introducing brokers (IBs) seeking administrative broke...Show more
    Last updated: 2 hours ago • Promoted • New!
    Remote Financial Advisor – Quebec (Flexible Hours)

    Remote Financial Advisor – Quebec (Flexible Hours)

    Co-operators • Montreal (administrative region), QC, CA
    Remote
    Full-time
    A leading Canadian insurance co-operative is seeking a Financial Advisor to manage their own insurance agency in Quebec.This role involves building strong client relationships, advising on financia...Show more
    Last updated: 1 day ago • Promoted
    Investment & Financing Advisor — Grow Your Financial Health

    Investment & Financing Advisor — Grow Your Financial Health

    Desjardins Group • Saint-Lambert, Montérégie, CA
    Full-time
    A financial services firm in Montérégie is seeking an investment and financing advisor to optimize clients' financial health. Responsibilities include managing client relationships, developing tailo...Show more
    Last updated: 2 days ago • Promoted
    Bilingual Licensed Insurance Advisor

    Bilingual Licensed Insurance Advisor

    Manulife • Montreal (administrative region), QC, CA
    Full-time
    Health & Dental, Travel, and Life Insurance.You will be handling inbound sales calls, making outbound calls, and handling online interactions with clients who have expressed interest in discussing ...Show more
    Last updated: 2 days ago • Promoted
    Security Specialist - Network and End Point Security

    Security Specialist - Network and End Point Security

    Intact Financial Corporation • Montreal, Montreal (administrative region), CA
    Permanent
    Our employees are at the heart of everything we do.Together, we help people, businesses, and society prosper in good times and be resilient in bad times. Our employee promise represents Intact’s com...Show more
    Last updated: 30+ days ago • Promoted
    IAM Onboarding & Security Specialist

    IAM Onboarding & Security Specialist

    CANARIE Inc. • Ahuntsic North, ca
    Full-time
    A Canadian technology organization is seeking an Identity and Access Management Implementation Specialist to assist clients with the onboarding of IAM services. The ideal candidate will have at leas...Show more
    Last updated: 5 hours ago • Promoted • New!
    Strategic Advisor, Financial Services

    Strategic Advisor, Financial Services

    Alithya • Montreal, Montreal (administrative region), CA
    Full-time
    As a Strategic Advisor, Financial Services, you’ll report to the Vice President, Financial Services and be part of the sub‑division that delivers professional IT services to our financial sector cl...Show more
    Last updated: 22 days ago • Promoted
    Financial Advisor - montréal

    Financial Advisor - montréal

    Infotree Global Solutions • montréal, qc, ca
    Full-time
    Here are the Job details for your review : .Job Title : Account Manager (Mid office).Location : Montréal, QC H3C 1A3.PMs), serving as a broker for introducing brokers (IBs) seeking administrative broke...Show more
    Last updated: 2 hours ago • Promoted • New!
    Bilingual Licensed Insurance Advisor — Hybrid Role

    Bilingual Licensed Insurance Advisor — Hybrid Role

    Manulife • Montreal (administrative region), QC, CA
    Full-time
    A leading financial services provider is hiring a Bilingual Licensed Insurance Advisor in Montreal.In this hybrid role, you will be responsible for handling inbound and outbound sales calls and ass...Show more
    Last updated: 2 days ago • Promoted
    Financial Security Advisor – Independent

    Financial Security Advisor – Independent

    Co-operators • Montreal (administrative region), QC, CA
    Full-time
    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...Show more
    Last updated: 1 day ago • Promoted
    Strategic Advisor, Financial Services — Large Projects

    Strategic Advisor, Financial Services — Large Projects

    Alithya Group • Montreal (administrative region), QC, CA
    Full-time
    A leading technology consulting firm in Montreal is seeking a Strategic Advisor in Financial Services.In this pivotal role, you will report to the VP, managing key relationships and driving strateg...Show more
    Last updated: 5 days ago • Promoted
    Life Insurance Advisor | Up to $80 / hr

    Life Insurance Advisor | Up to $80 / hr

    Mercor • Montreal (administrative region), QC, CA
    Full-time
    Headquartered in San Francisco, our investors include.Insurance Claims and Policy Processing Clerk.Design questions related to insurance claims and policy processing for a top AI company.Collaborat...Show more
    Last updated: 1 day ago • Promoted
    Accounting or financial Advisor

    Accounting or financial Advisor

    Patrimonica Advisory Inc. • Montreal, Montreal (administrative region), CA
    Full-time +1
    Accounting or Financial Advisor.Get AI-powered advice on this job and more exclusive features.The candidate will be responsible for the accounting and financial management of certain individuals, t...Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Licensed Insurance Advisor

    Bilingual Licensed Insurance Advisor

    Société Financière Manuvie • Montréal, CA
    Full-time
    As a Bilingual Licensed Insurance Advisor , you are responsible for selling Health & Dental, Travel, and Life Insurance.You will be handling inbound sales calls, making outbound calls, and handling...Show more
    Last updated: less than 1 hour ago • Promoted • New!
    Bilingual Pension & Financial Advisory Specialist

    Bilingual Pension & Financial Advisory Specialist

    LifeWorks • Montreal (administrative region), QC, CA
    Full-time
    A leading health and well-being provider is seeking a licensed Financial Representative in Montreal, Quebec, to join their pension advisory team. The role requires excellent bilingual communication ...Show more
    Last updated: 7 days ago • Promoted