Talent.com
0000055739 RBC Insurance Agency Ltd.
Financial Security Advisor, Insurance0000055739 RBC Insurance Agency Ltd. • BOUCHERVILLE, Quebec, Canada
Financial Security Advisor, Insurance

Financial Security Advisor, Insurance

0000055739 RBC Insurance Agency Ltd. • BOUCHERVILLE, 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
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.#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:

2026-05-01

Application Deadline:

2026-08-03Note: 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.

Create a job alert for this search

Financial Security Advisor, Insurance • BOUCHERVILLE, Quebec, Canada

Similar jobs

Financial Advisor - CIRO-MFD/AMF

Canadian Imperial Bank of CommerceBrossard, Montérégie, CA
Full-time

We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength... Show more

 • Promoted

Advisor for Wealth Management Services

DesjardinsChambly, Montérégie, CA
Full-time

Enhance financial wellbeing as an Advisor for Wealth Management Services at Desjardins in Richelieu-Yamaska.Leverage your expertise to provide tailored financial advice and solutions for members.De... Show more

 • Promoted

Wealth Management Advisor

DesjardinsVarennes, QC, CA
Full-time

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.Your role is to l... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life QuébecBrossard, Montérégie, CA
Permanent

Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their communities by providing advice and i... Show more

 • Promoted

Associate Financial Advisor

Co-operatorsBoucherville, Canada
Full-time

About the role What your role will be…Senior Financial Advisor.At Scotiabank we help employees build their futures – where they can be themselves, and win together.With a commitment to diversity an... Show more

 • Promoted

Financial security advisor, Life and health insurance

DesjardinsRepentigny, Lanaudière, CA
Full-time

As a life and health insurance financial security advisor, you help serve, prospect for, solicit, develop, and maintain business relationships with members and clients.You sell life and health insu... Show more

 • Promoted

Become a Sun Life Financial Advisor

Sun Life FinancialSaint-Jean-sur-Richelieu, Montérégie, CA
Full-time

Explore your potential as a Financial Advisor with Sun Life.In this empowering role, enjoy the chance to create your own business and influence the financial futures of your clients.With Sun Life, ... Show more

 • Promoted

Corporate Advisor, Health and Safety

BBA ConsultantsMont-Saint-Hilaire, Montérégie, CA
Full-time

Corporate Advisor, Health and Safety.Montreal, QC; Mont-Saint-Hilaire, QC; Quebec City, QC; Mont-Tremblant, QC; Boisbriand, QC.You’ll report to the Director, Health, Safety and Environment (HSE), a... Show more

 • Promoted

BMO Financial Mortgage Specialist Opening

BMOBrossard, Montérégie, CA
Full-time

Take advantage of a rewarding career as a Mortgage Specialist with BMO Financial Group, focusing on customer-centric service and strategic sales initiatives.This role is perfect for those passionat... Show more

 • Promoted

Advisor, Securities

DesjardinsMont-Saint-Hilaire, Montérégie, CA
Full-time

The work mode arrangement for the position is full-time on site.As an investment assistant, you play a hands‑on role supporting the advisors by performing all the administrative and operational tas... Show more

 • Promoted

Financial Advisor - CIRO-MFD/AMF

CIBCSaint-Jean-sur-Richelieu, Montérégie, CA
Full-time

As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client service... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialBrossard, Montérégie, CA
Permanent

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.You'll work with dynamic colleagues - experts in their f... Show more

 • Promoted

Personal financial advisor

DesjardinsRichelieu, QC, CA
Full-time

Several opportunities are currently available in Richelieu-Yamaska region.Make a real difference in the financial lives of our members.Are you passionate about finance, motivated by connecting with... Show more

 • Promoted

Sun Life Advisor: Financial Growth Role

Sun Life QuébecSaint-Jean-sur-Richelieu, Montérégie, CA
Full-time

Explore a rewarding Financial Advisor role with Sun Life, designed for driven individuals looking to empower clients while achieving their own financial success.In St-Jean-sur-Richelieu, you’ll eng... Show more

 • Promoted

Financial Advisor Opportunity at Desjardins

DesjardinsRichelieu, QC, CA
Full-time

Become a Personal Finance Advisor with Desjardins in the Richelieu-Yamaska region and change lives through financial support.Guide members in achieving their financial goals with personalized advic... Show more

 • Promoted

Desjardins Insurance Financial Advisor

DesjardinsLongueuil
Full-time

Join Desjardins as a Financial Security Advisor focused on life and health insurance, where you will empower clients by providing essential financial security products and services.As a key member ... Show more

 • Promoted

Sun Life Financial Advisor Montreal

Sun Life FinancialBrossard, Montérégie, CA
Full-time

Launch your career as a Financial Advisor with Sun Life in Montreal, where you'll be empowered to control your success.Experience comprehensive training and a supportive network.In this commission-... Show more

 • Promoted

Sun Life Financial Advisor Career

Sun Life QuébecBrossard, Montérégie, CA
Full-time

Explore a rewarding career as a Financial Advisor with Sun Life, guiding clients towards financial security while enjoying flexibility and unlimited income potential.Make a meaningful impact in you... Show more

 • Promoted

BMO Investment Advisor in Montreal

BMO Bank N.A.Brossard, Montérégie, CA
Full-time

Elevate your career with BMO as an Investment Advisor, focusing on the Asian community in Montreal.Drive business growth and build lasting client relationships while providing customized investment... Show more

 • Promoted

CIBC Financial Advisor – Build Relationships

CIBCSaint-Jean-sur-Richelieu, Montérégie, CA
Full-time

Become a Financial Advisor at CIBC, where you’ll cultivate strong client relationships and deliver exceptional financial advice.Engage clients to understand their needs and support their future goa... Show more