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Added 3 hours ago
H
Head of Marketing
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- Full-time
Hands-on expertise configuring and managing enterprise automation platforms and CRM systems like Marketo and Salesforce
Added 5 hours ago
TL
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- Full-time
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…delivering sales performance targets while leveraging and improving Salesforce Lightning (SFL) tools to enhance sales…
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- $60,000 to $80,000 CAD / year
- Full-time
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Experience with Microsoft Dynamics, Salesforce, or other CRM platform
Added 12 hours ago
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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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Proficiency with CRM/case management and document management systems (e.g., Salesforce, Veeva, or similar tools)
Added 17 hours ago
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Commercial Relationship Coordinator
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Familiarity with enterprise billing systems, ERP platforms, or CRM tools (e.g., Salesforce).
Added 1 day ago
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- Full-time
Maintain accurate sales opportunities, customer activity, and growth plans in Salesforce.
Added 1 day ago
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MuleSoft Integration Developer
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Calgary, AB
- Contract
We are looking for an experienced MuleSoft Integration Developer with strong expertise in MuleSoft Anypoint Platform, API development, and ESB-based integrations to design, develop, and…
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Added 1 day ago
HC
Sales Development Representative
Harris Computer
Toronto, ON · Office - Toronto - Richmond St
- Full-time
Ensure all sales activities are accurately recorded and tracked in Salesforce
Added 1 day ago
Account Manager_Operations_Cleaning_Industry_London
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London, ON · St. Thomas, ON · Woodstock, ON
Lead process adoption within the Salesforce ecosystem.
Added 1 day ago
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Toronto, ON
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Master on all sales tools and features (Salesforce, Salesloft, Zoominfo, LinkedIn Sales Navigator)
Added 1 day ago
MF
Solution Architect
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Toronto, ON · Greater Toronto Area, ON
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Experience with Marketing technology platforms (e.g., Salesforce, Marketing Cloud, Adobe, CMS, personalization, consent, analytics)
Added 1 day ago
J
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- Full-time
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CC
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Sr. Account Manager - West
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Kelowna, BC · Vancouver, BC · BC
Lead process adoption within the Salesforce ecosystem.
Added 1 day ago
M
Business Development Associate
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- Full-time
You’re tech-savvy with Microsoft Office, and ideally familiar with Salesforce and SAP Concur.
Added 1 day ago
EJ
Branch Office Administrator
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Technology: Strong computer literacy with willingness to learn new technology and programs such as MoneyGuide, Salesforce, Microsoft Office products and other firm-provided software.
Added 1 day ago
S
Manager, Customer Experience
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Calgary, AB · Sysco Calgary
- Full-time
Knowledge of business intelligence platforms, CRM systems (e.g., Salesforce), and Microsoft Office Suite (Excel, PowerPoint, Word).
Added 1 day ago
TS
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Working knowledge of Salesforce (or similar CRM), Excel, and data-driven forecasting.
Added 1 day ago
CC
Data Engineer
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Added 1 day ago
TE
Account Manager - Montreal East
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RBC Insurance

Financial Security Advisor, Insurance- EN

Laval, 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 referral relationships, and advising clients on life insurance and financial solutions suited to their needs. Meet individual sales targets, manage client relationships using Salesforce and other compliant tools, and contribute to team success while delivering trusted advice.

Requirements

Candidates need at least two years of professional sales experience, strong prospecting and relationship-building skills, an existing referral network, and a post-secondary degree or equivalent. A Life/A&S license (HLLQP/LLQP) is required or must be completed before the start date; candidates also need digital literacy, French fluency, a valid Canadian driver's license, and their own vehicle.

Skills

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

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
Life, Health & Wealth Advisor
HLLQP
LLQP
Life/A&S License
CFP
CLU
CHS
Salesforce
Business Development
Prospecting
Networking
Referral Network
Centers of Influence
Insurance Planning
Financial Advice
Cross-Selling
Digital Literacy
Electronic Forms
Sales Targets
French
Client Needs Analysis

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