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RBC

Insurance Advisor – Life, Health & Wealth

RBC

. Connect with clients through discovery to understand life events and provide comprehensive insurance and financial advice .

Posted 11/3/2026full-timeOttawa • CanadaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong business development and prospecting skills, with a focus on building and maintaining client relationships. Proficient in utilizing Salesforce and digital tools to achieve sales goals and enhance client engagement.

Highest-signal resume keywords
Business DevelopmentSales ExperienceClient Relationship ManagementLife/A&S LicenseDigital Literacy

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Business DevelopmentSales ExperienceClient Relationship ManagementDigital LiteracyProspecting Skills
Soft Skills
Goal-Oriented AttitudeStrong Communication Skills
Tools & Technologies
SalesforceCustomer ToolsElectronic Forms
Certifications & Qualifications
Life/A&S LicenseCFPCLUCHS
Industry Keywords
Financial AdviceInsuranceNetworkingReferralsPost-Secondary Degree

About the role

Key responsibilities & impact
  • Connect with clients through discovery to understand life events and provide comprehensive insurance and financial advice
  • Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and relationship-building
  • Meet clients in a digital environment at their convenience
  • Develop and deepen client relationships using Salesforce and compliant customer tools/electronic forms
  • Contribute to team sales success by achieving individual sales goals
  • Increase external networks through market opportunities and referrals from approved centers of influence
  • Review individual business results and adjust activities to meet established targets
  • Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

Requirements

What you’ll need
  • Business development and prospecting skills with a goal-oriented attitude and 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
  • 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
  • Fluent in English + other language (nice to have)
  • Industry designations preferred: CFP, CLU, CHS
  • Great communication skills (nice to have)

Benefits

Comp & perks
  • 3 weeks paid vacation
  • A comprehensive compensation package and incentives that recognize strong performance
  • Flexible health benefits with selectable coverage levels for the employee and family
  • Employee savings, profit-sharing, and pension options
  • Outstanding training programs and opportunities for career development
  • RBCI software tools to boost productivity