RBC Insurance
Financial Advisor Role at RBC Insurance
Job Description
Start your journey as a Financial Advisor with RBC Insurance in Montréal. You will provide essential life insurance planning and advice to enhance client financial strategies.
As an accredited Life, Health & Wealth Advisor, you will connect with clients to uncover their financial needs and provide tailored solutions. Your role will emphasize independent business development and maintaining a solid network of referrals. Internal support will be crucial in fostering and, deepening these client relationships through effective use of technology and digital communication.
Key Responsibilities:
• Engage clients for comprehensive financial assessments
• Build your book of business through effective networking
• Promote digital interactions for client convenience
• Leverage Salesforce to maintain client connections
• Monitor sales performance against personal targets
Requirements:
• 2+ years' experience in a sales conte...
As an accredited Life, Health & Wealth Advisor, you will connect with clients to uncover their financial needs and provide tailored solutions. Your role will emphasize independent business development and maintaining a solid network of referrals. Internal support will be crucial in fostering and, deepening these client relationships through effective use of technology and digital communication.
Key Responsibilities:
• Engage clients for comprehensive financial assessments
• Build your book of business through effective networking
• Promote digital interactions for client convenience
• Leverage Salesforce to maintain client connections
• Monitor sales performance against personal targets
Requirements:
• 2+ years' experience in a sales conte...