Financial Security Advisor - Advice centre

What is the opportunity?

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, you will proactively interact with clients over the phone, providing them with insurance advice and solutions based on their individual needs. Your ability to provide superior customer service, build rapport and gain the clients’ confidence will be critical to your success. You will contribute to an individual and team sales plan, successfully achieved through uncovering opportunities, providing solutions and referring to partners with the ultimate goal of deepening client relationships.

What will you do?

• Take inbound as well as make proactive outbound calls to clients to identify potential Life and Health insurance opportunities, providing them with an exceptional client experience to meet their needs
• Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
• Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the first point of contact, demonstrating relationship building through meaningful discussions
• Apply critical thinking during client interactions in order to identify and analyze risks and ensure clients are offered coverage that aligns to their needs
• Use procedures effectively and seamlessly during calls
• Contribute to team sales plan by achieving new business goals, right sell appropriate solutions, as well as proactively refer clients for other solutions

What do you need to succeed?

Must-have

• Possession of a valid Insurance of persons license (LLQP) issued by the Quebec Autorité des Marchés Financiers (AMF)
• Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
• Flexibility to work all shifts within the hours of operation. The Life & Health Advice Centre is open Monday – Friday 8:00am – 8:00pm
• Exceptional customer service skills with the ability to build strong relationships and connect with clients.
• Digital literacy across a broad range of services (i.e. laptops, smartphones, tablets etc.)

Nice-to-have

• Knowledge of insurance products
• Experience in a proactive sales environment
• Post-secondary education
• Customer service and/or sales experience in a contact centre environment

What’s in it for you?

Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.

• Working with an award-winning team Awards | RBC Diversity & Inclusion

• A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options

• Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.

• Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things. Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.

• Flexible work arrangements and leaders who support your needs—both personal and professional.

• An opportunity to have real impact on the lives of our clients and the communities we serve.

• RBCI software tools to boost your productivity

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Job Skills

Additional Job Details

1 PLACE VILLE MARIE:MONTRÉALMontréalCanada37.5Full timeINSURANCERegularSalaried2026-03-102026-04-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At 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.

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.