Risk Assessment Insurance Specialist
Description
This opportunity is for a self-starter with a passion for risk assessment and insurance to join RBC Wealth Management Financial Services Inc. As a Risk Assessment Insurance Specialist, you will support Estate Planning Specialists (EPS) and RBC Dominion Securities Investment Advisors (IA) with insurance policy reviews. Key responsibilities include identifying high-priority policies, gathering essential documentation, maintaining accurate CRM records, tracking review progress, and addressing policy-related questions.
What We're Looking For
Provide Book of Business listing to the EPS team and collaborate to identify high-priority policies (e.g., Universal Life YRT, Whole Life 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.
Ideal Candidate
Representative's certificate in insurance of persons issued by the Autorité des marchés financiers (AMF),Post-secondary education
Minimum Education
Post-secondary education
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Also Available At
About the Company
Royal Bank of Canada
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. As Canada's largest bank, it provides personal and commercial banking, wealth management, and capital markets services to over 17 million clients worldwide.
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