Insurance Advisor – Life, Health & Wealth

RBC

Life, Health & Wealth Advisor at RBC Insurance connecting with clients and offering comprehensive insurance and financial advice. Developing new business and maintaining strong client relationships.

Posted 7/9/2026full-timeRemote • 🇨🇦 CanadaJuniorMid-Level💰 CA$35,000 - CA$50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong business development and prospecting skills, with a focus on building and maintaining client relationships. Proficient in utilizing Salesforce and other digital tools to enhance client engagement and achieve sales targets.

Highest-signal resume keywords

Business DevelopmentClient Relationship ManagementSalesforce ProficiencyLife/A&S LicenseDigital Literacy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business DevelopmentProspecting SkillsSales ExperienceClient Relationship ManagementSales Goal Achievement

Soft Skills

Goal-Oriented AttitudeStrong AmbitionClient-First MindsetNetworking Skills

Tools & Technologies

SalesforceDigital ToolsCustomer Tools

Certifications & Qualifications

Life/A&S License (HLLQP/LLQP)Post-Secondary Degree

Industry Keywords

InsuranceFinancial AdviceClient EngagementMarket OpportunitiesReferral Networks

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

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