RBC

Financial Security Advisor, Insurance

RBC

full-time

Posted on:

Location Type: Office

Location: Montréal • 🇨🇦 Canada

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Job Level

Mid-LevelSenior

About the role

  • 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

Requirements

  • 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
  • Professional sales experience in the insurance domain (nice to have)
  • 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)
Benefits
  • 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 committed to supporting flexible work arrangements when and where available.

Applicant Tracking System Keywords

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

Hard skills
business developmentprospectingsales experiencedigital literacy
Soft skills
client relationship developmentgoal-oriented attitudeentrepreneurial mindsetstrong ambition to succeed
Certifications
Post-secondary degreeLife License (HLLQP/LLQP)Insurance of persons certificationCFP (Certified Financial Planner)CLU (Chartered Life Underwriter)CHS (Certified Health Insurance Specialist)