Overview

Risk Assessment Insurance Specialist Jobs in Toronto, Canada at 0000050599 RBC Dominion Securities Inc.

Job Description

What 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. (RBCWMFS Inc.) This role requires to be analytical and pays attention to details. As the Risk Assessment Insurance Specialist this person can pivot easily depending on the situation and circumstances presented to them.

What will you do?

Pre-Audit Preparation (For DS Branches)

  • Compile and organize policy information packages for Branch Directors and audit teams
  • Verify owner addresses and confirm IA licensing consistency
  • Identify and flag Agent of Record (AOR) Transfer policies to branches, confirming all required documentation is filed in secure folders
  • Conduct pre-audit readiness calls with branch teams using presentation materials
  • Complete audit checklists to confirm branch preparedness

    • Audit Support

  • Facilitate DS branch audit calls and address technical or policy-related questions
  • Provide post-audit guidance and follow-up support

    • Policy Review & Compliance

  • Conduct monthly sampling and review of approximately 35 policies
  • Specialize in Universal Life and Whole Life product analysis
  • Assess policy suitability and verify policies remain in good standing
  • Collaborate with Estate Planning Specialists (EPS) to identify and resolve missing information
  • Present findings to Senior Management Team and obtain approval for recommendations

    • 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, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Office Tools, Sales, Sales Activities, Sales Closing, Teamwork

    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:

    Final date to receive applications:

    Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications 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…

    Title: Risk Assessment Insurance Specialist

    Company: 0000050599 RBC Dominion Securities Inc.

    Location: Toronto, Canada

    Category:

     

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