Private Client Insurance Specialist
Top Benefits
About the role
Job Description
What is the opportunity?
As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients. You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect client’s wealth, possessions and lifestyle. You will also build relationships with Wealth advisors within assigned Wealth Management locations while working with a team of RBC Insurance High Net Worth Specialists to provide HNW clients with complete solutions.
What will you do?
- Contribute to and is responsible/accountable for team sales success through achievement of individual sales goal
- Partner with WM advisors to effectively meet their clients individual Home and Auto Insurance needs as part of RBC’s strategy to wrap our arms around our clients
- Develop and implement business plan for assigned territory in terms of which WM advisors to target, relationship building plans
- Provide a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, leading to tailored solutions aligned to our clients’ needs
- Promote and create an environment that encourages deepening client relationships
- Communicate and reinforce RBC Vision, National Office and local strategic direction, organizational values and implementation plans
What do you need to succeed?
Must-have
- RIBO License and/or General Insurance License (Level 2 AB + BC).
- Minimum 5 years previous sales experience in property and casualty insurance
- Proven experience with relationship management and collaboration
- Strong business communication and presentation skills, highly driven and self-motivated with a positive and enthusiastic attitude
- Remain mobile to accommodate clients and branch meetings (50-75% travel required)
Nice-to-have
- Minimum 1-3 years previous sales experience in private client/high net worth
- College or University education
- CIP Designation, CAIB Designation
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.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- RBCI software tools to boost your productivity
Job Skills
Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Group Problem Solving, Identifying Sales Opportunities, Insurance Products, Perseverance and Follow-Through, Sales, Sales Activities, Sales Closing
Additional Job Details
Address:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City:
Mississauga
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
INSURANCE
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-12
Application Deadline:
2025-09-20
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Private Client Insurance Specialist
Top Benefits
About the role
Job Description
What is the opportunity?
As Private Client Insurance Specialist, you are responsible for building trusted relationships with Wealth Advisors within RBC Wealth Management Canada and earning the right to work with their High Net Worth clients. You will provide advice based High Net Worth Home and Auto Insurance solutions through a personalized risk assessment approach to protect client’s wealth, possessions and lifestyle. You will also build relationships with Wealth advisors within assigned Wealth Management locations while working with a team of RBC Insurance High Net Worth Specialists to provide HNW clients with complete solutions.
What will you do?
- Contribute to and is responsible/accountable for team sales success through achievement of individual sales goal
- Partner with WM advisors to effectively meet their clients individual Home and Auto Insurance needs as part of RBC’s strategy to wrap our arms around our clients
- Develop and implement business plan for assigned territory in terms of which WM advisors to target, relationship building plans
- Provide a superior client experience, creating clients as advocates by listening and connecting with them through the use of effective discovery discussions, leading to tailored solutions aligned to our clients’ needs
- Promote and create an environment that encourages deepening client relationships
- Communicate and reinforce RBC Vision, National Office and local strategic direction, organizational values and implementation plans
What do you need to succeed?
Must-have
- RIBO License and/or General Insurance License (Level 2 AB + BC).
- Minimum 5 years previous sales experience in property and casualty insurance
- Proven experience with relationship management and collaboration
- Strong business communication and presentation skills, highly driven and self-motivated with a positive and enthusiastic attitude
- Remain mobile to accommodate clients and branch meetings (50-75% travel required)
Nice-to-have
- Minimum 1-3 years previous sales experience in private client/high net worth
- College or University education
- CIP Designation, CAIB Designation
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.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- RBCI software tools to boost your productivity
Job Skills
Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Group Problem Solving, Identifying Sales Opportunities, Insurance Products, Perseverance and Follow-Through, Sales, Sales Activities, Sales Closing
Additional Job Details
Address:
MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA
City:
Mississauga
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
INSURANCE
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-06-12
Application Deadline:
2025-09-20
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.