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

Financial Security Advisor, Insurance

0000055739 RBC Insurance Agency Ltd. • 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, 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.
Create a job alert for this search

Financial Security Advisor, Insurance • WESTMOUNT, Quebec, Canada

Similar jobs

Security Advisor for Client Engagement

OptivMontreal (administrative region), QC, CA
Full-time

Drive impactful security solutions as a remote Security Advisor, serving clients through tailored, expert advice.Unleash your sales skills and subject matter expertise to influence clients' securit...Show more

 • Promoted

Preneed Advisor

Security National Life Company.Montreal (administrative region), QC, CA

Security National Life is a solid company with more than 60 years in the market and growing.Based out of Salt Lake City, we present funeral homes across the country.We are the industry’s all-in-one...Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR-Experienced (Licensed/Registered)

Sun LifeMontreal, Montreal (administrative region), 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...Show more

 • Promoted

Financial Advisor

Financière Sun Lifemontréal, qc, ca
Full-time

Excellent opportunity to represent Canada's most trusted financial services company.Offer financial services, advice, and products to clients.Exceptional training and coaching.Sun Life Financial ad...Show more

 • Promoted

Security, Risk and Audit Advisor

GIRO IncMontreal (administrative region), QC, CA
Permanent +1

GIRO IS YOUR WAY FORWARDAt GIRO, our mission is clear: Improving quality of life around the world through software and services that increase the efficiency of public transport and postal delivery....Show more

 • Promoted

Advisor, Securities

DesjardinsMontreal West, QC, CA
Full-time

As an investment assistant, you play a hands‑on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management.You track client ac...Show more

 • Promoted

Senior Presales Security Advisor - Remote

Optiv SecurityMontreal (administrative region), QC, CA
Remote
Full-time

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 ...Show more

 • Promoted

Remote Insurance Advisor

Eastern Atlantic Canada CareersMontreal, Montreal (administrative region), CA
Remote
Full-time

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...Show more

 • Promoted

Financial Security Advisor – Independent

Co-operatorsMontreal (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

 • Promoted

Remote Financial Security Advisor - Quebec (Bilingual)

Co-operatorsMontreal (administrative region), QC, CA
Remote
Full-time

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...Show more

 • Promoted

Security Advisor Specialist - Threat Risk Assessment

Intact Financial CorporationMontreal (administrative region), QC, CA
Full-time

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

 • Promoted

Financial Security Advisor - Unlimited Earning Potential

RBCMontreal
Full-time

A leading Canadian insurance company is seeking a Financial Security Advisor to join their team in Montreal.This full-time role offers the opportunity to help families protect their assets through ...Show more

 • Promoted

Financial Security Advisor, Insurance- EN

RBC InsuranceMontreal (administrative region), QC, CA
Full-time

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) you provid...Show more

 • Promoted

Financial Security Adviser

iA Groupe Financier- Centropolis LavalDorval, Canada
Full-time

Are you fueled by challenges?Do you want :Become a successful entrepreneur?To be in business?Play a defining role in people's lives?To be recognized for your consulting service?Go ahead, take charg...Show more

 • Promoted

Security Advisor Specialist - Threat Risk Assessment

IntactMontreal (administrative region), QC, CA
Full-time

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

 • Promoted

Transform Lives as a Financial Security Advisor in Insurance

RBCMontreal (administrative region), QC, CA
Full-time

Step into the role of a Financial Security Advisor and impact lives with comprehensive insurance solutions.Bring your sales acumen and client-focused approach to a virtual setting.You will engage d...Show more

 • Promoted

Security Advisor Specialist Focusing on Application Security Assessment

Intact Financial CorporationMontreal (administrative region), QC, CA
Full-time

Join a dynamic team as a Security Advisor Specialist, specializing in threat risk assessment and application security.Thrive in a hybrid work model while driving proactive security solutions across...Show more

 • Promoted

Financial Security Advisor - Advice centre- EN

RBC InsuranceMontreal (administrative region), QC, CA
Full-time

We are looking for dynamic individuals with a passion for helping people to join our fast-paced Life Sales team at the RBC Insurance Advice Centre.As a Financial Security Advisor, Advice Centre, yo...Show more