Bilingual Fraud Analyst investigating card - related financial crime and supporting customers. Equitable Bank innovator analyzing fraud risks, alerts, evidence, and transaction activity.
About the role
- RBC Insurance advisor providing life insurance and financial guidance to Quebec clients. Building a client portfolio through prospecting, referrals, and relationship management.
Responsibilities
- Provide integrated life insurance planning and advice to existing referral networks and new RBC client acquisitions
- Understand and recommend RBC Insurance Life, Whole Life, Living Benefits, and Wealth products based on client needs
- Connect with clients through discovery to understand life events and provide comprehensive insurance and financial advice
- Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and relationship-building
- Meet clients through digital channels at times convenient for them
- Develop and deepen client relationships using Salesforce and compliant customer tools/electronic forms
- Contribute to team sales success by achieving individual sales goals
- Expand external networks through market opportunities and referrals from approved centers of influence
- Review individual business results and adjust activities to meet targets
- Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions
Requirements
- Business development and prospecting skills with a goal-oriented attitude and 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
- 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
- Fluency in French
- Fluent in both French and English is nice to have
- CFP, CLU, or CHS industry designations preferred
- Great communication skills
Benefits
- The resources and support needed 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 with selectable coverage levels for employees and their families
- Employee savings, profit-sharing, and pension options
- Outstanding training programs and opportunities for career development
- RBCI software tools to boost productivity
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