Insurance Advisor, Life, Health & Wealth – RBC, Calgary, AB
Location: Calgary, AB | Company: RBC
RBC Insurance is hiring an Insurance Advisor, Life, Health & Wealth in Calgary, Alberta, for a full-time position focused on helping clients understand their insurance, protection, and financial planning needs.
This client-facing sales role is suited to a self-motivated professional who can build relationships, develop a book of business, and provide tailored advice across life insurance, living benefits, whole life, and wealth-related solutions. The successful candidate will combine independent prospecting with support from internal RBC partners.
About the Insurance Advisor Position
The Insurance Advisor works directly with new and existing clients to understand important life events, financial priorities, and changing protection needs. The role involves recommending suitable insurance and wealth solutions while maintaining a client-first approach and following responsible sales practices.
Advisors are expected to generate new business through networking, referrals, targeted outreach, and approved centres of influence. They also use digital tools, Salesforce, and electronic forms to manage relationships, document client activity, and support a convenient advice experience.
Key Areas of Responsibility
The position combines insurance advice, business development, relationship management, digital sales activity, and individual performance accountability.
Client Discovery
Meet with clients to understand their current circumstances, future goals, life events, and changing insurance or financial protection needs.
Insurance Planning
Provide integrated advice across life insurance, whole life, living benefits, and wealth-related products based on each client’s priorities.
Business Development
Build a new book of business through prospecting, networking, referrals, targeted outreach, and strategic relationship development.
Relationship Management
Develop long-term client relationships and use approved tools to record activity, manage follow-ups, and identify additional needs.
Sales Performance
Work toward individual sales goals, review business results regularly, and adjust prospecting or client engagement activity when needed.
Referral Network Growth
Expand professional networks and approved centres of influence to identify new opportunities and strengthen local market presence.
Licensing and Experience Requirements
Applicants must have at least two years of professional sales experience, strong business development and prospecting abilities, and a demonstrated capacity to build and maintain client relationships. A post-secondary degree or equivalent qualification is also required.
Candidates must hold a Life and Accident and Sickness licence through HLLQP or LLQP, or be willing to complete the required licensing before their start date. A valid Canadian driver’s licence and access to a personal vehicle are required because the role involves travelling within a designated area to meet clients.
Skills That May Help Candidates Succeed
This position may suit goal-oriented professionals who are comfortable working independently, developing new relationships, and guiding clients through important financial decisions.
The ability to identify potential clients, generate referrals, and maintain consistent outreach is important for building a sustainable book of business.
Strong interpersonal skills can help advisors establish trust, understand client priorities, and maintain productive long-term relationships.
Understanding life insurance, living benefits, health protection, and wealth solutions supports relevant and responsible client recommendations.
Comfort using Salesforce, electronic forms, virtual meeting tools, and other digital systems can improve productivity and client service.
Clear explanations and active listening help clients understand available options and make informed decisions about their financial protection.
Workplace, Benefits, and Preferred Credentials
This regular full-time salaried position is based at 5986 Signal Hill Centre SW in Calgary and has a standard work schedule of 37.5 hours per week. The role includes local travel to meet clients and develop business relationships within the assigned territory.
RBC lists three weeks of paid vacation, flexible health benefits, employee savings options, profit-sharing, pension programs, training, and performance-based compensation as part of the opportunity. Professional designations such as CFP, CLU, or CHS may strengthen an application, and fluency in an additional language may also be beneficial.
How to Apply
Candidates should review the full RBC posting before applying to confirm that their sales experience, licensing status, referral network, transportation availability, and client-development skills align with the requirements of the position.
Applications must be submitted through RBC’s official careers website. The listed application deadline is October 9, 2026, and applications will be accepted until 11:59 p.m. on the preceding day.