Branch Audit Coordinator

RBC; Toronto; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a Branch Audit Coordinator to support audits within the wealth management sector. This dynamic role involves coordinating audit preparations, reviewing insurance policies, and ensuring compliance with internal controls. The ideal candidate will have a background in life insurance and possess excellent communication skills. With a focus on collaboration and professional development, this position offers a unique opportunity to make a significant impact within a high-performing team. Join a company that values growth and work-life balance while contributing to meaningful projects.

Benefits

Flexible work arrangements

Leadership support and coaching

Opportunities for career growth

Collaborative team environment

Qualifications

• 1-5 years experience in life and living benefits insurance.
• Strong communication skills and attention to detail.

Responsibilities

• Supervise and coordinate branch audit preparations.
• Review policies and conduct audit preparation calls.

Skills

Audit Preparations

Communication

Detail-Oriented

Teamwork

Insurance Reports

Education

Post-secondary education in a related field

Tools

Office Tools

Job description

Job Summary

Job Description

What is the opportunity?

The Branch Audit Coordinator will support the Dominion Securities Branch before, during, and after their branch audit.

This is a 1-year contract role.

What will you do?

1. Supervise/internal controls email the WMFS Branch Audit Coordinator after completion of branch supervision/internal control calls, indicating a branch request for an insurance preparation call.
2. The WMFS Branch Audit Coordinator contacts the Branch Review Team (BRT) to obtain upcoming audit dates at least 3 months prior and schedules the preparation call 4-6 weeks before the audit, preparing by reviewing policy listings.
3. Review policies, highlighting those within the owner’s residency, cross-referencing licensing, and reviewing out-of-province policies and those with different owners and insureds.
4. Meet with the DS branch to review spreadsheets, outline potential issues, and highlight recent Transfer Ins Agent of Record policies.
5. Conduct the audit preparation call with a PowerPoint overview, review policy comments, address questions, and send follow-up materials via email.
6. Handle post-audit queries until completion and notify relevant teams about upcoming audits.
7. Upload missing insurance documents and new policies to the branch folder prior to the audit.

What do you need to succeed?

Must-haves:

• 1-5 years experience in life and living benefits insurance.
• Post-secondary education in a related field.
• Excellent communication skills.

Nice-to-haves:

• Life & Accident/Sickness Insurance License (LLQP).
• Bilingual in French.

What’s in it for you?

We value growth, collaboration, and community impact. We support your development, offer meaningful work, and promote work/life balance with flexible options. Opportunities for increased responsibilities and cross-business mobility are available.

• Leadership support and coaching.
• Opportunity to make a lasting impact.
• Work in a dynamic, collaborative, and high-performing team.
• Flexible work arrangements.
• Challenging work and career growth opportunities.

Job Skills

Audit Preparations, Branch Audits, Communication, Cross-Selling, Customer Needs, Detail-Oriented, Group Problem Solving, Insurance Reports, Meeting Organization, 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: Contract (Fixed Term)

Pay Type: Salaried

Posted Date: 2025-05-06

Application Deadline: 2025-05-20

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline.

Inclusion and Equal Opportunity Employment

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