RBC Insurance Life, Health, & Wealth Advisor
The Advisor provides financial, retirement, and wealth management services to clients through self-sourced acquisition and prospecting. They are responsible for assessing financial needs and offering tailored investment and protection solutions.
- Hybrid
- Toronto, ON
- Posted Aug 27, 2026
- Apply by Sep 26, 2026
- 1 position
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Job summary
Company Description RBC Insurance offers a comprehensive range of life, health, home, auto, travel, and wealth accumulation solutions to individual and group clients across Canada. Additionally, we provide reinsurance solutions for clients globally. We focus on enhancing distribution efficiency and deepening client relationships, making it easier for clients to do business with us. RBC Insurance also pursues select international opportunities to grow our reinsurance business. Role Description This is a full-time hybrid role for a Life, Health, & Wealth Advisor at RBC Insurance, located in Toronto, ON with some work-from-home flexibility once a week. The Advisor will be responsible for providing financial planning, retirement planning, and wealth management services to clients. Daily tasks include self-sourced client acquisition, prospecting, assessing clients' financial needs, offering tailored investment solutions, and maintaining deep client relationships. The Advisor will also help clients navigate a wide range of life/health protection plans and wealth solutions. Qualifications Financial Planning and Retirement Planning skills Knowledge in Insurance, Investments, and Finance Expertise in Wealth Management Services Excellent communication and interpersonal skills Ability to work independently and in a hybrid work environment Experience in sales and/or business development Bachelor's degree in Finance, Business, or related field Entrepreneurial spirit
What you’ll do
The Advisor provides financial, retirement, and wealth management services to clients through self-sourced acquisition and prospecting. They are responsible for assessing financial needs and offering tailored investment and protection solutions.
Requirements
Candidates must have a Bachelor's degree in Finance, Business, or a related field and experience in sales or business development. Expertise in wealth management, insurance, and an entrepreneurial spirit are required.
Listed skills
- interpersonal skillsPreferred
- SalesPreferred
- CommunicationPreferred
- Financial planningPreferred
- Business developmentPreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Planning
- Retirement Planning
- Wealth Management
- Insurance
- Investments
- Finance
- Client Acquisition
- Prospecting
- Sales
- Business Development
- Communication
- Interpersonal Skills
Job areas
- Finance & Accounting
- Sales
- Consulting
Additional details
- Minimum education
- Bachelor’s degree
- Minimum experience
- 5+ years
- Apply by
- Sep 26, 2026
- Posting language
- English
- Working hours
- 40 hours per week
- Office presence
- 4 days per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available