Customer Service and Sales Advisor

What does the job entail?

This position at the RBC Insurance Advice Centre offers you the best of both worlds. RBC Insurance provides you with the flexibility you need in your personal life and the satisfaction you expect from your work.

We will provide you with the tools, training, and support needed to obtain the Quebec Insurance Damage Representative Certificate issued by the Autorité des marchés financiers (AMF) and the Ontario and other provinces' non-life insurance sales permit.

As a Customer Service and Sales Advisor (Authorized Insurance Advisor for Auto and Home Insurance), you will be the voice on the other end of the line, offering advice and insurance options to help clients protect what matters most to them. Empathetic, friendly, and courteous, you will provide clear and transparent insurance advice. You will demonstrate curiosity, attention, and a keen sense of detail in every conversation, striving to resolve issues and provide an exceptional customer experience. You will contribute to achieving individual and team sales goals by proactively recommending auto and home insurance solutions to new and existing clients and referring them to your partners within the company.

What will your tasks be?

• Answer incoming calls, offer tailored insurance advice and solutions to meet clients' needs.
• Provide a consistent and positive customer experience in every conversation and answer clients' questions at the first point of contact, building relationships through constructive exchanges.
• Conduct personalized needs assessments and use the tools, resources, and calculators at your disposal to demonstrate the value and soundness of your advice.
• Demonstrate a strong understanding of regulatory risk when preparing or modifying auto and home insurance policies.
• Follow procedures efficiently and transparently during conversations with clients.
• Maintain and strengthen relationships with partners to work together at RBC as one team.
• What do you need to succeed?

Requirements

• Desire and ability to obtain the Quebec Insurance Damage Representative Certificate issued by the Autorité des marchés financiers (AMF) and the Ontario and other provinces' non-life insurance sales permit.
• Bilingualism (English and French) required, as you will serve both French and English-speaking clients.
• High level of reading, understanding, and oral expression in both required languages.
• Exceptional customer service skills and ability to build strong relationships and connect with clients.
• Ability to work any shift during business hours. The Auto and Home Insurance Advice Centre is open Monday to Friday, from 8:00 AM to 8:30 PM.
• Knowledge of a wide range of digital service devices (smartphones, tablets, laptops, etc.).

Desired Assets

• Hold the Insurance Damage Representative Certificate issued by the Autorité des marchés financiers at the time of application.
• Post-secondary education.
• Knowledge of insurance products.
• Experience in customer service or sales in a contact center.
• What will you gain?

Whether it's opportunities to acquire skills, innovate, and grow, benefit from modern and comprehensive benefits, or have the flexibility needed to enjoy the moments that matter, at RBC, you have everything you need to realize your professional and personal aspirations.

• You will be part of a team awarded the RBC Diversity and Inclusion Award.
• You will benefit from a comprehensive total compensation package that prioritizes your overall well-being, offering modern and customizable benefits, competitive remuneration, and stock options.
• You will work in a supportive and inclusive team and company that values the diversity of perspectives, backgrounds, and experiences and aspires to help you be fully yourself at work every day.
• You will be guided by leaders who have your success at heart and offer opportunities to learn, grow, and try new things. You will acquire new skills, refine those you already possess, and discover career paths through a variety of learning programs and tools designed to support you at every stage.
• You will benefit from flexible work hours and supportive management that respects your personal and professional needs.
• You will have the opportunity to make a real positive impact on the lives of our clients and the communities we serve.
• RBCA software tools to increase your productivity.

RBC is currently accepting applications for this vacant position. By applying for this job offer, you express your intention to pursue your career at RBC by seizing this opportunity. Qualified candidates may be invited for a more in-depth review of their resume.

Professional Skills

Adaptability, Communication, Intellectual Curiosity, Customer Discovery, Digital Literacy, Critical Thinking, Customer Service, Advice-Based Solutions

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTREAL

City: Montreal

Country: Canada

Weekly Work Hours: 37.5

Employment Type: Full-time

Industry: RBC Insurance

Function Type: Regular

Salary Scale Type: Salaried

Posting Date: 2026-07-24

Application Deadline: 2026-08-17

Note: *Applications will be accepted until 11:59 PM the day before the above application deadline.*

Our Job Opportunities

At RBC, we are guided by our common values – Customer First, Integrity, Collaboration, Respect, and Excellence – and the principle Together at RBC, the key to success. We believe that an inclusive work environment offering diverse perspectives is essential to our continuous growth as one of the world's largest and most profitable financial institutions. Our work environment that fosters excellence, collaboration, innovation, and professional growth contributes to realizing our purpose and generating value for our clients and the communities we serve. To achieve this, we implement policies and programs that promote a respectful and inclusive work environment and provide opportunities for all.

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