Risk Assessment Insurance Specialist

RBC; Montreal (administrative region); On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking a Risk Assessment Insurance Specialist in Montreal. This role involves supporting Estate Planning Specialists with insurance policy reviews, gathering essential documentation, and maintaining accurate records. Candidates should be bilingual in English and French, have at least 3 years of experience, and hold a representative's certificate in insurance. The position offers an opportunity to thrive in a dynamic environment while contributing to client success.

Benefits

Challenging work

Variety of assignments

Management support

Qualifications

• Minimum of 3 years of experience in insurance or financial services.
• Ability to manage multiple priorities and meet tight deadlines.
• Proven track record of delivering high-level client service.

Responsibilities

• Provide Book of Business listings and collaborate on policy reviews.
• Gather and deliver essential documentation for reviews.
• Maintain records in CRM and track review progress.

Skills

Bilingualism (English and French)

Client service

Problem-solving

Time management

Education

Post-secondary education

Representative's certificate in insurance

Job description

Overview

Job Description

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 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: 2026-02-23

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.

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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.