Risk Assessment Insurance Specialist at Royal Bank of Canada

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

30 May, 26

Salary

0.0

Posted On

01 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Risk Assessment, Insurance Policy Reviews, Problem-Solving, Relationship Building, Communication Skills, Universal Life YRT Policies, Whole Life Policies, Documentation Gathering, CRM Maintenance, Priority Management, Deadline Management, Client Service, Bilingualism (English and French)

Industry

Financial Services

Description

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. What do you need to succeed? Must-have Representative's certificate in insurance of persons issued by the Autorité des marchés financiers (AMF) Bilingualism (English and French) required, as you will regularly do business with RBC partners and/or employees across Canada with English and French speaking needs Minimum of 3 years of experience in insurance or financial services Post-secondary education Ability to manage multiple priorities and meet tight deadlines with accuracy Proven track record of delivering high-level client service 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 Additional Job Details Address: 2000 AV MCGILL COLLEGE, APP 1950:MONTRÉAL City: Montréal Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-29 Application Deadline: 2026-03-16 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At 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.

Responsibilities

The specialist will support Estate Planning Specialists and Investment Advisors by providing Book of Business listings, identifying high-priority insurance policies for review, and gathering necessary documentation like illustrations and statements. Responsibilities also include maintaining accurate CRM records, tracking review progress, and addressing policy-related questions for the support teams.