What is the opportunity?

The Risk Assessment Insurance Specialist is a self-starter who exudes energy, curiosity, and enthusiasm to take on any challenge that is presented to them within the RBC Wealth Management Financial Services Inc. (RBC WMFS Inc.) As the Risk Assessment Insurance Specialist this person can pivot easily depending on the situation and circumstances presented to them. You take initiative, learn quickly, can manage relationships, and you’re a great team player with superb communication skills.

The Risk Assessment Insurance Specialist is responsible for providing policy review support to the Estate Planning Specialist (EPS) and the Dominion Security Advisor (IA) who is life insurance licensed, teams with their policy review. This role ensures that all insurance policy reviews from the IA or EPS teams are prioritised and handled with exceptional care, efficiency and accuracy. The Risk Assessment Insurance Specialist offers proactive support, personalized service and seamless execution of all insurance policy review needs.

The Risk Assessment Insurance Specialist will identify risk and are responsible for supporting the EPS/IA teams with the following on inforce policy review.

What will you do?

• Provide the BOB listing to an EPS team

• Work with the EPS team on which policies need most attention, for example:

  • Universal Life YRT policies and/or policies that contain high risk investments

  • Whole Life policies that have a loan or are to go on premium offset on a certain date etc.

• Based on above determination Insurance Advisor Support team will gather/provide:

• Universal Life & Whole Life policies:

  • obtain the most current statement based on the client’s anniversary date

  • Obtain the original illustration

  • Obtain a current inforce illustration

• Term policies:

  • Policies that are renewing are to be placed on a spreadsheet for EPS to review for opportunities

  • Obtain updated financial plan from the advisor and provide it to the EPS for review

• Risk Assessment Insurance Specialist will note and post on our CRM System such as documents and notes provided to IA/EPS team, follow up with the EPS team on the progression of the review, conclusion for the review, and set up a task reminder for next policy review based on EPS requirements/assessment)

What do you need to succeed?

Must-have

• Minimum of 3-5 years in insurance or financial services or similar role

• Full Insurance Licensed (LLQP)

• 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

• Bilingual in FR/ENG strongly preferred

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

RBC CENTRE, 155 WELLINGTON ST W:TORONTOTorontoCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2025-08-192025-09-02

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.