Job Description

Job SummaryWhat will you do?At RBC WMFS, we owe our success to the efficiency of organization processes. The ideal candidate will have a sharp business mind, a self-starter who exudes energy, curiosity, and enthusiasm to take on a managerial role within the RBC (WMFS) Wealth Management Financial Services Inc. This role has a diversity of teams that require continuous training and coaching. This person should be able to pivot quickly depending on the situation, be able to coach, train, deliver presentations and participate in initiatives that will enable the Inforce team and sales field with workflow for a superior client experience.What do you need to succeed?Increase the efficiency of existing processes and procedures to enhance the company\xe2\x80\x99s internal capacity.Managing three separate teams, an Inforce Policy Administration (IPA) team, Insurance Service Desk (ISD) and Inforce Mail distribution (IMD) teamIPA team administer over 70,000 inforce insurance policies from across the country.IPA team focus is to handle all incoming administrative requests from the advisors (agent of record) and Estate Planning Specialist teams.Managing a team of advisors with a book of approximately 4,500 policies under the Insurance Service Desk that provide post sales-servicing to clients and advisors (agent of record).Manage the mail distribution team, coach, and train the team to send out mail notifications efficiently to the advisor (agent of record)/Estate Planning Specialist team.Manage the drive which is a file upload system to the Dominion Securities (DS) branches folder of all insurance policy files that advisors (agent of record) must keep within their client records.Main objective is to coach, motivate and find efficiencies to improve our inforce services.Present at national conferences/value add calls on Insurance Servicing, advisor responsibility.Promote and educate advisor teams on insurance, responsibility and any new initiatives that may be launched such as Salesforce/Cases (workflow system).Train the DS Trainers on insurance terminology, explain insurance 101 and step by step on how to submit a case for administrative transactional changes.Create communications on Insurance servicing, upcoming initiatives, reminders within the WMFS HO weekly or DS/PH&N Weekly.Must have:Two or more years of proven success in life insurance service delivery and operations management roleLicense Qualification Program (LLQP)What\xe2\x80\x99s 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.A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.Leaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impact.Work in a dynamic, collaborative, progressive, and high-performing team.Flexible work/life balance options.Opportunities to do challenging work.Opportunities to take on progressively greater accountabilities.Access to a variety of job opportunities across business.Job SkillsAdditional Job DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: Wealth ManagementJob Type: RegularPay Type: SalariedPosted Date: 2024-06-25Application Deadline: 2024-07-16Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay 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 .

Royal Bank of Canada