Penticton Bc Financial advisor Jobs – 8 Openings This Week

Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Penticton, BC
- $35,000–$50,000 a year
- Full-time
- Salesforce
- English
- Business development
- Profit sharing
Financial Services Representative II
CIBC —Penticton, BC
- Full-time
- Sales
- Financial services
- Marketing
Commercial Banking Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $76,800–$98,400 a year
- Full-time
- Sales
- Research
- Business development
- Paid time off
Financial Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $52,400–$65,600 a year
- Full-time
- Microsoft Office
- Financial services
- Paid time off
Senior Financial Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $56,800–$72,800 a year
- Full-time
- Microsoft Office
- Mentoring
- Financial services
- Paid time off
Financial Planner, Scotia Financial Planning - Penticton
Scotiabank —Penticton, BC
- Business development
- Travel
- Financial services
Financial Planner
Valley First, a division of First West Credit Union —Penticton, BC
- $85,000 a year
- Full-time
- Sales
- Microsoft Office
- Business development
- Paid time off
Senior Commercial Banking Advisor
Valley First, a division of First West Credit Union —Penticton, BC
- $90,400–$115,800 a year
- Full-time
- Sales
- Research
- Business development
- Paid time off

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financial advisor jobs near penticton bc

Insurance Advisor Life, Health & Wealth

Royal Bank of Canada -
Penticton, BC

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Job details

Full-time
$35,000–$50,000 a year

Qualifications

Outbound sales
Customer relationship building
Product recommendation
Salesforce Platform
Salesforce
Post-secondary education
English
Client relationship development
Cross-selling
Business development
CFP
Sales orientation
Prospecting
Computer skills
Client consultation
Insurance sales
Communication skills
Client interaction
Customer acquisition
Driving Licence

Full job description

Job Description

What is the opportunity?

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance.

As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices.

We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us!

What will you do?

Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
Independently prospect, develop, and grow a new book of business through targeted outreach, networking, and strategic relationship-building.
Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
Increase your external networks by capitalizing on market opportunities and referrals from approved centers of influence
Regularly review individual business results and adjust activities as required to meet established targets
Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

What do you need to succeed?

Must have

Business development and prospecting skills with a goal-oriented attitude and a 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
An 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

Nice to have

Fluent in English + other language
Great communication skills
Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

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.

The resources and support you need 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 that allow you to choose the level of coverage that is right for you and your family
Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
Outstanding training programs and opportunities for career development
RBCI software tools to boost your productivity

The expected base salary range for this particular position is $35,000 - $50,000 depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn considerably more through RBC’s robust discretionary bonus program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value.

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities

Additional Job Details

Address:

2925 VIRTUAL WAY:VANCOUVER

City:

Vancouver

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

INSURANCE

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-09

Application Deadline:

2026-10-02

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

Apply Now

Refine Your Search

financial advisor jobs in penticton bc

Insurance Advisor Life, Health & Wealth

Financial Services Representative II

Commercial Banking Advisor

Financial Advisor

Senior Financial Advisor

Financial Planner, Scotia Financial Planning - Penticton

Financial Planner

Senior Commercial Banking Advisor

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