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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), you will play a pivotal role in supporting our Estate Planning Specialists (EPS) and RBC Dominion Securities Investment Advisors (IA) with their insurance policy reviews. You will 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? Provide the Book of Business 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 illustrations, 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. Must have: Minimum 2-5 years in a life and living benefits insurance role. Post-secondary studies in a related field. Life & Accident/Sickness Insurance License (LLQP) Strong knowledge of insurance policies and regulatory requirements Excellent organizational and communication skills Ability to work cross-functionally with branch teams and management Proficiency in policy documentation and compliance procedures Attention to detail with ability to manage multiple audit cycles Nice-to-have: Bilingual French What’s in it for you? We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable The opportunity to work as part of a dynamic, collaborative, progressive, and high-performing team Challenging work that will help you grow professionally Ongoing opportunities to build close relationships with clients Job Skills Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Group Problem Solving, Identifying Sales Opportunities, Insurance Products, Perseverance and Follow-Through, Sales, Sales Activities, Sales Closing 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: 2026-08-06 Application Deadline: 2026-08-20 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs. Pay Range The expected pay range for this position is: $55,000.00 - $90,000.00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals. Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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 RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

What you’ll do

Support Estate Planning Specialists and Investment Advisors by conducting insurance policy reviews and identifying high-priority policies. Manage the gathering of essential documentation and maintain accurate records within the CRM system.

Requirements

Requires 2-5 years of experience in life and living benefits insurance and a valid Life & Accident/Sickness Insurance License (LLQP). A post-secondary degree in a related field and strong knowledge of insurance regulatory requirements are necessary.

Benefits

• Bonuses • Flexible benefits • Competitive compensation • Commissions • Stock options

Listed skills

• Sales · Preferred
• Communication · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Communication
• Competitive Markets
• Cross-Selling
• Customer Knowledge
• Customer Needs
• Group Problem Solving
• Identifying Sales Opportunities
• Insurance Products
• Perseverance and Follow-Through
• Sales
• Sales Activities
• Sales Closing

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting
• Administrative