Insurance Advisor Life, Health & Wealth

Insurance Advisor Life, Health & Wealth

• Company website link: https://www.rbc.com

• Company name: Royal Bank of Canada

• Location: Calgary, AB

• Postal Code: T2P 5E9

• Region: Alberta

• Company Office local Address: 100 6th Avenue SW, Calgary, AB

• Contact info: +1 403-123-4567

• Email address: careers@rbc.com

• Country: Canada

• Job Type: Full-Time

• Job Average Salary rate: CA$55,000–CA$80,000 yearly

• Currency: CAD

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 & Wealth Advisor (HLLQP/LLQP) 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
• 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 centres 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
• Post-secondary degree or equivalent
• Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
• The ability to develop and maintain strong client relationship
• Life/A&S License (HLLQP/LLQP), or the willingness to complete
• 1-2+ years’ professional sales experience in the Insurance Industry
• An existing network of referrals and approved centres of influence
• Digital literacy using a variety of systems and tools

Nice to have
• 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 committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

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

Excerpt from the official job listing

See full job description from the company website.

Job Summary

RBC seeks an Insurance Advisor to provide personalized life, health, and wealth solutions. The role requires understanding client needs, recommending appropriate products, and fostering long-term relationships while maintaining compliance with regulations and delivering high-quality service.

About Us

Royal Bank of Canada delivers comprehensive financial solutions, combining expertise, innovation, and client-focused services. We prioritize professional growth, ethical practices, and community involvement. Our team collaborates across sectors, leveraging insights and technology to enhance client experiences and support long-term financial security. Explore more at https://www.rbc.com.

Culture and Work Environment

RBC fosters a collaborative, professional, and inclusive environment. Employees engage in continuous learning, knowledge sharing, and team-oriented projects. The culture emphasizes integrity, respect, and client-focused solutions, ensuring a balanced, supportive, and high-performance workplace.

Why Work With Us

RBC offers career advancement, skill development, and opportunities to make meaningful client impact. Employees gain exposure to diverse financial services, collaborate with expert teams, and work in an ethical, supportive, and goal-driven environment.

Key Responsibilities

• Advise clients on life, health, and wealth products

• Assess client financial goals and risk tolerance

• Develop personalized insurance strategies

• Maintain compliance with regulatory standards

• Build and maintain strong client relationships

Key Qualifications

• Financial services experience or relevant education

• Strong interpersonal and communication skills

• Knowledge of insurance and investment products

• Client-focused and analytical mindset

• Regulatory and compliance awareness

Benefits & Perks

• Competitive salary and performance bonuses

• Health and retirement benefits

• Professional development and training

• Flexible work arrangements

• Employee recognition programs

Location Insights

Calgary offers a robust financial services market and vibrant economy, providing access to diverse clients and networking opportunities.

Summary Table Feature Details Job Type Full-Time Salary CA$55,000–CA$80,000/year Location Calgary, AB Company Royal Bank of Canada Benefits Health, Retirement, Training, Flexible Work Common 5 Interview Questions and Tips

Why do you want to work as an Insurance Advisor at RBC? – Emphasize client focus and alignment with RBC values.

How would you assess a client’s financial needs? – Highlight structured analysis and communication.

Describe a time you built a long-term client relationship. – Provide concrete examples.

How do you stay updated on financial regulations? – Show proactive learning.

How would you handle a complex client situation? – Demonstrate problem-solving and professionalism.

Market-Based Salary Overview and Analysis

Insurance advisor salaries in Calgary range from CA$55,000–CA$80,000 annually. Compensation reflects experience, certifications, client portfolio size, and ability to meet performance targets.

Disclaimer

We aggregate publicly available job listings and link to the original source. We are not the hiring company and do not manage the recruitment process. Please apply only through the official careers website above.

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RBC is hiring an Insurance Advisor in Calgary. Provide life, health, and wealth solutions, develop client relationships, and advance your career with a leading financial institution.

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