Financial Security Advisor, Insurance

What is the job about?

We are looking for self-motivated, enthusiastic individuals with an entrepreneurial spirit to join RBC Insurance's External Sales Network.

As a Life, Health, and Wealth (PQAP/PQPAV) - Financial Security Advisor, you will offer integrated planning and life insurance advice to your network of RBC-referred or newly acquired clients. Your determination to understand the full range of RBC Insurance's life insurance, whole life insurance, living benefits, and wealth management products allows you to offer sound solutions to clients based on their needs. In addition to your own prospecting and networking activities, you are supported by internal partners who help you deepen your client relationships through effective sales opportunities and honest sales practices. We are proud to value a culture where high-performing employees and brilliant ideas are rewarded, and teamwork is encouraged. When you succeed, we succeed too. Join us.

What will your responsibilities be?

• Establish client relationships through exploratory outreach to better understand their life events and provide comprehensive insurance and financial advice that meets their current and evolving needs.
• Prospect, develop, and grow a new client portfolio autonomously through targeted actions, networking, and strategic relationship-building.
• Support the "Client First" principle in a digital environment by meeting clients at the time that best suits them.
• Build and deepen client relationships using Salesforce and other online tools/forms.
• Contribute to team success and take responsibility for achieving individual sales goals.
• Expand your external network by taking advantage of market opportunities and approved influential referrals.
• Regularly review your individual business results and adjust activities as needed to meet established goals.
• Support RBC's vision of being among the world's most respected and flourishing financial institutions.
• What do you need to succeed?

Requirements

• Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed.
• 2+ years of professional sales experience.
• Ability to establish and maintain strong client relationships.
• Life insurance sales license (PQAP/PQPAV), or willingness to obtain it before the start date.
• Existing network of references within the community.
• Post-secondary education or equivalent.
• Digital literacy using a variety of systems and tools.
• Valid Canadian driver's license and vehicle required for traveling to meet clients in a designated area.
• Fluent French.

Assets

• Fluent French and English.
• Preferred professional titles: CFP (Certified Financial Planner), A.V.A. (approved life insurance agent), CHS (Certified Health Insurance Specialist).
• What will you gain?

We give our all, think differently to drive our growth, and collaborate to provide reliable advice that contributes to the success of clients and the prosperity of communities. We care about the well-being of everyone and are committed to realizing our full potential and making a difference in the lives of our clients and communities.

• The resources and support you need to develop your client portfolio and advance your career to achieve your goals.
• 3 weeks of paid vacation.
• A comprehensive compensation package and rewards that highlight performance excellence.
• A flexible health insurance plan that allows you to choose the level of coverage that best suits you and your family.
• Savings plan options, employee share ownership, and retirement plans to help you grow your savings and plan your financial future.
• Exceptional training programs and career development opportunities.
• RBCA software tools to increase your productivity.

RBC is currently accepting applications for this vacant position. By applying for this job posting, you express your intention to pursue your career at RBC by taking this opportunity. Qualified candidates may be invited for a closer review of their resume.

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Professional Skills

Sales activities, Life insurance, Customer needs, Communication, Customer knowledge, Interpersonal relationship management, Competitive markets, Persistence and follow-up, Cross-selling, Sales

Additional Job Details

Address: 1 PLACE VILLE MARIE:MONTREAL

City: Montreal

Country: Canada

Number of hours per week: 37.5

Employment type: time full

Activity sector : RBC Insurance

Function type : Regular

Salary scale type: Employee

Display date: 2026-07-28

Application deadline: 2026-09-14

Note: *Applications will be accepted until 23:59 the day before the above application deadline.*

Our job opportunities

At RBC, we are guided by our common values - Client First, Integrity, Collaboration, Respect, 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 continued 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 communities. To this end, we implement policies and programs that promote a respectful and inclusive work environment and provide opportunities for all.

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