29 Aug
|
RBC Insurance
|
Toronto
29 Aug
RBC Insurance
Toronto
Company Description
RBC Insurance offers a comprehensive range of life, health, home, auto, travel, and wealth accumulation solutions to individual and group clients across Canada. Additionally, we provide reinsurance solutions for clients globally. We focus on enhancing distribution efficiency and deepening client relationships, making it easier for clients to do business with us. RBC Insurance also pursues select international opportunities to grow our reinsurance business.
Role Description
This is a full time hybrid role for a Life, Health, & Wealth Advisor at RBC Insurance, located in Toronto, ON with some work-from-home flexibility once a week. The Advisor will be responsible for providing financial planning, retirement planning, and wealth management services to clients. Daily tasks include self-sourced client acquisition, prospecting,
assessing clients' financial needs, offering tailored investment solutions, and maintaining deep client relationships.
The Advisor will also help clients navigate a wide range of life/health protection plans and wealth solutions.
Qualifications
- Financial Planning and Retirement Planning skills
- Knowledge in Insurance, Investments, and Finance
- Expertise in Wealth Management Services
- Excellent communication and interpersonal skills
- Ability to work independently and in a hybrid work environment
- Experience in sales and/or business development
- Bachelor's degree in Finance, Business, or related field
- Entrepreneurial spirit
📌 RBC Insurance Life, Health, & Wealth Advisor (Toronto)
🏢 RBC Insurance
📍 Toronto