Overview
Insurance Advisor , Health & Wealth Jobs in Oakville, Canada at Royal Bank of Canada
Position: Insurance Advisor Life, Health & Wealth )
Job Description
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) you provide integrated life insurance planning and advice to your existing network of referrals and current RBC client acquisitions. Your drive to understand the full suite of RBC Insurance Life, Whole Life, Living Benefits, and 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 deepen your client relationships through effective opportunity spotting and honest sales practices.
We’re proud to promote a culture where excellent 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 setting 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
Nice to have
- Fluent in English + other language
- 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?
- 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
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: RBC Waterpark Place, 88 Queens Quay W, Toronto, Canada
Work hours/week: 37.5
Employment Type:
Full time
Platform: INSURANCE
Job Type: Regular
Pay Type:
Salaried
Posted Date: 2026‑05‑07
Final date to receive applications: 2026‑09‑30
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Title: Insurance Advisor , Health & Wealth
Company: Royal Bank of Canada
Location: Oakville, Canada
Category: