RBC Insurance Life Wealth Advisor (Canada)

RBC Insurance Life Wealth Advisor (Canada)

06 Nov
|
RBC Insurance
|
Canada

06 Nov

RBC Insurance

Canada

Build trusted client relationships as an RBC Insurance Life, Health & Wealth Advisor in Montréal, using discovery and comprehensive advice. This full-time opportunity requires French fluency.

As a Financial Security Advisor, you will provide integrated life insurance planning to existing referrals and new RBC client acquisitions. You will advise on Life, Whole Life, Living Perks, and Wealth products while developing a new book of business. Salesforce, prospecting, networking, and compliant customer tools support your client work and sales accountability.

Key Responsibilities:

- Discover clients’ life events and changing insurance needs
- Provide comprehensive life insurance and financial advice
- Prospect, network, and develop a new business book




- Deepen relationships using Salesforce and compliant electronic forms
- Review results and adjust activities toward established targets

Requirements:

- Two or more years of professional sales experience
- Business development and prospecting skills with goal orientation
- Life/A&S; License or willingness to complete before starting
- Existing referral network and approved centers of influence
- French fluency, degree, digital literacy, license, and vehicle

Use client discovery, insurance expertise, and relationship management to grow RBC Insurance business as a Montréal Financial Security Advisor.

📌 RBC Insurance Life Wealth Advisor (Canada)
🏢 RBC Insurance
📍 Canada

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