Risk Assessment Insurance Specialist
Top Benefits
About the role
Job Description
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. Then we are looking for you!
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
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:
2025-08-19
Application Deadline:
2025-09-24
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.
Risk Assessment Insurance Specialist
Top Benefits
About the role
Job Description
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. Then we are looking for you!
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
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:
2025-08-19
Application Deadline:
2025-09-24
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.