Insurance Advisor , Health & Wealth

Insurance Advisor Life, Health & Wealth – RBC Insurance

Join us as an accredited Life & Wealth Advisor (HLLQP/LLQP) to provide integrated life insurance planning and advice to our clients and referrals. You will leverage the full suite of RBC Insurance products, support client relationships, and work with internal partners to dig deeper opportunities.

We’re proud to promote a culture where great people and ideas are rewarded. When you succeed, we succeed. Join us!

• 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 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.

• Post‑secondary degree or equivalent.
• Business development and prospecting skills with a goal‑oriented attitude and a strong ambition to succeed.
• The ability to develop and maintain strong client relationships.
• Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date.
• 1‑2+ years’ professional sales experience in the Insurance Industry.
• An existing network of referrals and approved centers of influence.
• Digital literacy using a variety of systems and tools.

• Fluent in English plus another language.
• Great communication skills.
• Industry designations preferred: CFP, CLU, CHS.

• The resources and support you need to develop your client portfolio and advance your career goals.
• Three 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.

Communication, Competitive Markets, Cross‑Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow‑Through, Sales, Sales Activities.

• Address: 55 BRYNE DR, BARRIE
• City:
  Barrie
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date: 2025‑02‑28
• Final date to receive applications: 2026‑02‑02
• Note:
  
  Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

At 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.

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