Financial Security Advisor, Insurance

Royal Bank of Canada

Montréal, Canada
Base: not specified; bonus/equity: incentives reco...
Business development and prospecting skills
Strong client relationship management
Use of salesforce and compliant customer tools
You will connect with clients to understand their life events and offer comprehensive insurance and financial advice tailored to their needs

Job Summary

  • You will connect with clients to understand their life events and offer comprehensive insurance and financial advice tailored to their needs.
  • The role offers a comprehensive compensation package, flexible health benefits, outstanding training programs, and opportunities for career development.
  • RBC promotes a culture where great people and ideas are rewarded, teamwork is encouraged, and success is mutual.

Matching Summary

You will connect with clients to understand their life events and offer comprehensive insurance and financial advice tailored to their needs.

Salary

Base: Not specified; Bonus/Equity: Incentives recognizing strong performance; Benefits: Flexible health benefits, employee savings, profit-sharing, pension options

Skills & Requirements

Must-have

  • Business development and prospecting skills
  • Strong client relationship management
  • Use of Salesforce and compliant customer tools
  • Goal-oriented attitude and ambition
  • Valid Canadian driver's license and own vehicle

Nice-to-have

  • Fluent in French and English
  • Great communication skills
  • Teamwork and collaboration culture
  • Digital literacy with various systems
  • Entrepreneurial and self-motivated mindset

Key Requirements

  • Life/A&S License (HLLQP/LLQP) or willingness to complete
  • 2+ years professional sales experience
  • Post-secondary degree or equivalent
  • Existing network of referrals and approved centers of influence

Work Rights

Not specified

Tailored Resume

Cover Letter