As a Risk Assessment Insurance Specialist within RBC Wealth Management Financial Services Inc., you will support Estate Planning Specialists and Dominion Security Advisors with insurance policy reviews
Job Summary
As a Risk Assessment Insurance Specialist within RBC Wealth Management Financial Services Inc., you will support Estate Planning Specialists and Dominion Security Advisors with insurance policy reviews.
The role involves providing essential documentation, maintaining accurate CRM records, and collaborating to identify high-priority insurance policies.
RBC offers challenging work, a variety of assignments, financial strength, a strong brand, and management that supports career progression.
Matching Summary
As a Risk Assessment Insurance Specialist within RBC Wealth Management Financial Services Inc., you will support Estate Planning Specialists and Dominion Security Advisors with insurance policy reviews.
Salary
Base: $55,000.00 - $90,000.00; Bonus/Equity: Discretionary variable compensation program available; Benefits: Not specified
Skills & Requirements
Must-have
Insurance policy review support
CRM system record maintenance
Client service delivery
Multiple priority management
Effective communication skills
Nice-to-have
Bilingual in French and English
Proactive problem-solving
Team collaboration
Relationship building
Dynamic work environment
Key Requirements
Full Insurance Licensed (LLQP)
3-5 years insurance or financial services experience