20 meilleures offres (wealth management advisor, vancouver bc) (à pourvoir)

Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- De 35 000 $ à 50 000 $ par an
- Temps plein
- Vente
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- De 35 000 $ à 50 000 $ par an
- Temps plein
- Vente
- Anglais
- Développement commercial
- Régimes de participation aux bénéfices
il y a 14 jours
Mortgage Specialist - Whitehorse, Yukon
Scotiabank —Colombie-Britannique
- Vente
- Compétences en communication
- Négociation
- Assurance Dentaire
Client Service & Administrative Assistant (Wealth & Insurance)
Financial (Insurance and Investment) Firm —Richmond, BC
- De 18,25 $ à 25,00 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Postuler rapidement
Financial Planner
Canaccord Genuity Corp. —Vancouver, BC
- De 75 000 $ à 85 000 $ par an
- Temps plein
- Capacités de présentation
- Compétences en communication
Senior Investment Associate
Canaccord Genuity Corp. —Vancouver, BC
- De 65 000 $ à 75 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
Senior Financial Advisor - Kerrisdale Branch - Vancouver, BC
Scotiabank —Vancouver, BC
- Vente
Associate, Securities Services
Canaccord Genuity Corp. —Vancouver, BC
- De 50 000 $ à 55 000 $ par an
- Heures supplémentaires
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior Financial Advisor - Broadway and Oak Branch - Vancouver, BC
Scotiabank —Vancouver, BC
- Vente
Associate, Financial Planning
Canaccord Genuity Corp. —Vancouver, BC
- De 60 000 $ à 70 000 $ par an
- Temps plein
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate Investment Advisor
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Capacités de présentation
il y a 7 jours
Senior Financial Advisor - Oakridge Centre - Vancouver, BC
Scotiabank —Vancouver, BC
- Vente
Investment Associate, Wealth Management
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 50 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
il y a 1 jour
AI/ML Developer, IT
Canaccord Genuity Corp. —Vancouver, BC
- De 110 000 $ à 125 000 $ par an
- Temps plein
- Travail hybride
- Azure
- Informatique
- DevOps
Financial Advisor
Scotiabank —Vancouver, BC
- Capacités de présentation
- Services financiers
- Compétences en communication
il y a 1 jour
Administrative Assistant
Canaccord Genuity Corp. —Vancouver, BC
- De 45 000 $ à 55 000 $ par an
- Temps plein
- Salesforce
- Microsoft Office
- Sens de l'organisation
Financial Advisor - West Vancouver BC
Scotiabank —West Vancouver, BC
- Vente
il y a 5 jours
Admission Advisor
Vancouver Career College —Vancouver, BC
- De 50 000 $ à 55 000 $ par an
- Temps plein
- Logiciels de GRC/CRM
- Vente
- Baccalauréat
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Wealth Advisor/Financial Planner
Fidelity Investments —Vancouver, BC
- De 100 000 $ à 140 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Anglais
- Baccalauréat
- Régimes de participation aux bénéfices
- Bourses d'Études
Wealth Management & Insurance Planning Specialist
HUB International —Vancouver, BC
- De 55 000 $ à 65 000 $ par an
- Temps plein
- Travail hybride
- Vente
- Microsoft Office
- Déplacements à prévoir
- Assurance Invalidité
- Bourses d'Études

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Insurance Advisor Life, Health & Wealth

Royal Bank of Canada -
Vancouver, BC

Postuler dès maintenant

Détails du poste

Temps plein
De 35 000 $ à 50 000 $ par an

Profil recherché

Vente
Études postsecondaires
Anglais
Développement commercial
CFP
Gestion de la relation client
Compétences en communication
Permis de conduire

Description complète du poste

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) 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

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?

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

The expected base salary range for this particular position is $35,000 - $50,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value.

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:

2925 VIRTUAL WAY:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-03-02

Application Deadline:

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.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

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.

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : wealth management advisor (vancouver bc)

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