Risk Assessment Insurance Specialist

Job DescriptionWhat 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 teamWork with the EPS team on which policies need most attention, for example:Universal Life YRT policies and/or policies that contain high risk investmentsWhole 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 dateObtain the original illustrationObtain a current inforce illustrationTerm policies:Policies that are renewing are to be placed on a spreadsheet for EPS to review for opportunitiesObtain updated financial plan from the advisor and provide it to the EPS for reviewRisk 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-haveMinimum of 3-5 years in insurance or financial services or similar roleFull Insurance Licensed (LLQP)Post-secondary studies in a related fieldAbility to manage multiple priorities and meet tight deadlines with accuracyProven track record of delivering high-level client serviceExcellent verbal and written communication skillsBilingual in FR/ENG strongly preferredWhat’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 workVariety of assignmentsFinancial strength and a strong brandPrestigeManagement that supports your work and progressionJob SkillsCommunication, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Office Tools, Sales, Sales Activities, Sales Closing, TeamworkAdditional 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:2025-08-19Application Deadline:2025-09-02Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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 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 jobs.rbc.com. #J-18808-Ljbffr