Use life insurance expertise and prospecting skills as a Financial Security Advisor with RBC Insurance in Montréal. Support clients through changing financial needs.
As an accredited Life, Health & Wealth Advisor, you provide integrated life insurance planning and advice. You serve existing referrals and new RBC client acquisitions. The work includes Life, Whole Life, Living Benefits, and Wealth products, supported by internal partners and compliant digital tools.
Key Responsibilities:

Discover client needs and provide comprehensive insurance and financial advice
Prospect and grow a new book through targeted outreach
Build relationships using Salesforce and compliant electronic forms
Meet clients conveniently in a digital environment
Review results and adjust activities toward established targets
Requirements:

Two or more years of professional sales experience
Life or accident and sickness license, or willingness to complete
Existing referral network and approved centers of influence
Post-secondary degree or equivalent qualification
Fluency in French and valid Canadian driver's license
Apply financial advice, life insurance planning, and relationship-building skills while developing RBC Insurance client relationships in Montréal.

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Life Insurance Financial Security Advisor