Risk Assessment Insurance Specialist- EN - Montreal
2 weeks ago
Job summary
We are seeking a self-starter with a passion for risk assessment and insurance to join our team. As a Risk Assessment Insurance Specialist within RBC Wealth Management Financial Services Inc., 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.- Provide the Book of Business listing to the EPS team and collaborate to identify high-priority policies.
- Gather essential documentation from clients.
Job description
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