Job Description

What is the opportunity?
Are you a self-starter with a passion for risk assessment and insurance? Do you thrive in a dynamic environment where your energy, curiosity, and enthusiasm are key to success? If so, we have the perfect opportunity for you!
As a Risk Assessment Insurance Specialist within RBC Wealth Management Financial Services Inc. (RBC WMFS Inc.), you will play a pivotal role in supporting our Estate Planning Specialists (EPS) and Dominion Security Advisors (IA) with their insurance policy reviews. You'll be a proactive problem-solver, a relationship builder, and a team player with exceptional communication skills. If you're ready to take on challenges, learn quickly, and make a meaningful impact, we want to hear from you!
What will you do?
Supporting the EPS Team:

• Provide the Book of Business (BOB) listing to the EPS team and collaborate to identify high-priority policies (e.g., Universal Life YRT policies, Whole Life policies with loans or premium offsets).
• Gather and deliver essential documentation, including Original illustration, current statements, in-force illustrations, and Term renewal spreadsheets.
• Maintain accurate records in the CRM system, track review progress, and set reminders for future policy reviews.
• Address questions or concerns related to policy reviews and ensure seamless support for the EPS team.

What do you need to succeed?
Must-have
Bilingual in FR/ENG
Full Insurance Licensed (LLQP)
Minimum of 3-5 years in insurance or financial services or similar role
Post-secondary studies in a related field
Ability to manage multiple priorities and meet tight deadlines with accuracy
Proven track record of delivering high-level client service
Excellent verbal and written communication skills
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.
Challenging work
Variety of assignments
Financial strength and a strong brand
Prestige
Management that supports your work and progression
Job Skills Communication, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Office Tools, Sales, Sales Activities, Sales Closing, Teamwork
Additional Job Details
Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City: Toronto
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2025-11-18
Application Deadline: 2025-12-31
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At 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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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 .

Skills Required