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The data and logic layer. Segmentation, triggers and suppression, and the flow between our data platform, Salesforce and HubSpot - understood well enough to fix at source.
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QA Engineering Intern (Contract)
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Perform exploratory testing and validate integrations with cloud marketplaces (AWS, GCP, Azure) and CRMs (Salesforce, HubSpot)
Added 13 hours ago
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- $115,000 to $130,000 CAD / year
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Added 18 hours ago
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Hands-on expertise configuring and managing enterprise automation platforms and CRM systems like Marketo and Salesforce
Added 19 hours ago
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Added 21 hours ago
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…delivering sales performance targets while leveraging and improving Salesforce Lightning (SFL) tools to enhance sales…
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Sales Executive (Bilingual French/English)
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- $60,000 to $80,000 CAD / year
- Full-time
- Remote
Experience with Microsoft Dynamics, Salesforce, or other CRM platform
Added 1 day ago
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Sales Development Representative
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Toronto, ON · North York, Ontario
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Business Development Manager
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Proficiency in CRM software (e.g., Salesforce, Zoho CRM, or HubSpot) and MS Office, particularly MS Excel.
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Account Manager_Operations_Cleaning_Industry_London
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RBC Insurance

Financial Security Advisor, Insurance- EN

Longueuil, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 15, 2026
Experience: 2+ years’ professional sales experience
Posting language: English
Posted: Nov 3, 2026

Original job description

Job Description

What is the opportunity?

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.

As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.

We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!

What will you do?

Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence
Regularly review individual business results and adjust activities as required to meet established targets
Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

What do you need to succeed?

Must have

Business development and prospecting skills with a goal-oriented attitude and a strong ambition to succeed
2+ years’ professional sales experience
Ability to develop and maintain strong client relationships
Life/A&S License (HLLQP/LLQP), or willingness to complete before the start date
An existing network of referrals and approved centers of influence
Post-secondary degree or equivalent
Digital literacy using a variety of systems and tools
Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area
Fluency in French

Nice to have

Fluent in both French and English
Great communication skills
Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

The resources and support you need to develop your client portfolio and advance your career goals
3 weeks paid vacation
A comprehensive compensation package and incentives that recognize strong performance
Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
Outstanding training programs and opportunities for career development
RBCI software tools to boost your productivity

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÉAL

City:

Montréal

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-11-03

Application Deadline:

2026-12-15

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com</a/span>

Apply About employer

More about this job

Responsibilities

Build and grow a book of business by prospecting, networking, developing client relationships, and providing life insurance and financial advice tailored to clients’ needs. Meet individual sales targets, use Salesforce and other compliant tools, pursue referrals and market opportunities, and review business results to adjust sales activities.

Requirements

Requires at least two years of professional sales experience, strong prospecting and relationship-building skills, an existing referral network, post-secondary education or equivalent, and a valid Canadian driver’s license with access to a vehicle. Candidates must hold an HLLQP/LLQP Life/A&S license or be willing to complete it before starting; French fluency is required, while CFP, CLU, or CHS designations are preferred.

Skills

Business Development
Prospecting
Sales
Communication
Networking
Financial Advice
Life Insurance
Insurance Planning
Cross-Selling
Customer Needs Analysis
Salesforce
Digital Literacy
French Fluency
Perseverance
Interpersonal Skills

Benefits

Paid Vacation
Flexible Health Benefits
Employee Savings Plan
Profit-Sharing
Pension Options
Training Programs
Career Development Opportunities

Visa sponsorship

Not detected in the job text

Keywords

RBC Insurance
Life Insurance
Whole Life Insurance
Living Benefits
Wealth Products
Financial Security Advisor
HLLQP
LLQP
Life/A&S License
Sales
Business Development
Prospecting
Networking
Financial Advice
Insurance Planning
Salesforce
Digital Tools
Electronic Forms
Referrals
Centers Of Influence
Market Opportunities
Client Needs Analysis
French
CFP
CLU
CHS
Canadian Driver’s License

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