Licensed Insurance Advisor - RBC, Montréal

About this opportunity at RBC

Join RBC in Montréal as a Customer Service and Sales Advisor, specializing as a Licensed Insurance Advisor for Home & Auto. This unique career opportunity provides comprehensive tools, training, and support to help you successfully obtain the necessary Damage Insurance Certificate from l’Autorité des marchés financiers (AMF) and the Other than Life (OTL) Ontario insurance license, as well as licenses for other provinces. You will be the trusted voice providing clear, upfront insurance advice and options to help clients protect what matters most to them. This role is ideal for empathetic, helpful, and friendly individuals with a focus on delivering an exceptional client experience and contributing to sales goals by proactively recommending personal home and auto insurance solutions.

RBC is committed to your overall well-being and career growth. As part of our team, you'll gain access to a comprehensive Total Rewards package and a supportive, inclusive environment where leaders are invested in your success. This is a chance to have a real impact on the lives of our clients and communities.

• Work with an award-winning team recognized for diversity and inclusion.
• Receive a comprehensive Total Rewards package, including flexible benefits, competitive compensation, and stock options.
• Belong to a supportive and inclusive team that values unique perspectives.
• Benefit from leaders who invest in your success, offering opportunities to learn, grow, and explore new career paths.
• Access flexible work arrangements that support both personal and professional needs.
• Make a tangible impact on the lives of RBC clients and the communities we serve.

Responsibilities

As a Licensed Insurance Advisor, you will be crucial in guiding clients through their insurance needs, ensuring they receive the best advice and solutions. Your daily responsibilities will include:

• Provide tailored insurance advice and solutions to clients based on their specific needs through inbound calls.
• Deliver a consistent, positive client experience in every conversation, resolving concerns at the first point of contact and building relationships through meaningful discussions.
• Complete personalized needs assessments and reviews, leveraging available tools, resources, and calculators to demonstrate value and support advice recommendations.
• Demonstrate a solid understanding of regulatory risk when underwriting and updating home and auto insurance policies.
• Effectively and seamlessly use established procedures during conversations with clients.
• Cultivate and maintain strong relationships with partners across RBC to foster a collaborative team environment.
• Proactively recommend personal home and auto insurance solutions to new and existing clients, contributing to individual and team sales goals.
• Refer clients to appropriate partners within the RBC organization for other financial services.

Skills and experience

To succeed in this dynamic role, candidates for RBC jobs in Montréal should possess a blend of essential skills and a willingness to learn and grow within the insurance sector. We are looking for individuals who are committed to providing excellent service and building a career with RBC.

Must-have qualifications:

• Willingness and ability to successfully obtain the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers and the General Insurance License for Ontario Other Than Life and other provinces.
• Bilingualism (English and French) is required to effectively serve our diverse client base.
• High level of reading, comprehension, and speaking proficiency in both English and French.
• Exceptional customer service skills with the ability to build strong relationships and connect with clients.
• Flexibility to work all shifts within the Home & Auto Advice Centre's hours of operation (Monday – Friday, 8:00am – 8:30pm).
• Digital literacy across a broad range of services (e.g., smartphones, tablets, laptops).

Nice-to-have qualifications:

• Possession of the Quebec Damage Insurance certificate delivered by l’Autorité des marchés financiers.
• Post-secondary education.
• Knowledge of insurance products.
• Customer service and/or sales experience, particularly in a contact centre environment.