About the role
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
I****nclusion 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 jobs.rbc.com.
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.
About the role
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
I****nclusion 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 jobs.rbc.com.
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.