Risk Assessment Insurance Specialist

RBC•Toronto, ON

2d•CA$55,000 - CA$90,000•Onsite

About The Position

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!

Requirements

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 Haves

Bilingual French

Responsibilities

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.