Life Service Associate answering clients’ and brokers’ Life and Health insurance policy inquiries for RBC, Canada’s largest bank. Managing calls, emails, policy information, and first - contact resolutions.
About the role
- Indigenous Banking Associate in the Indigenous Banking Group delivering tailored financial solutions for Indigenous communities. Supporting Regional Managers and client activities in Personal & Commercial Banking.
Responsibilities
- Support IBG Regional Manager(s) with day-to-day portfolio, prospect, and pipeline activities (e.g., meeting coordination, follow-ups, and opportunity tracking in CRM/BB Hub)
- Prepare client and community meeting materials (agendas, briefing notes, call plans, pitch decks, and term sheet drafts) in partnership with deal teams and credit partners
- Coordinate internal partner engagement to deliver One TD solutions (e.g., CPB, Wealth/Indigenous Trust Services, TD Equipment Financing, TD Securities, ESG/Ready Commitment, and others as applicable)
- Assist with onboarding and servicing activities, including documentation collection, account opening support (where applicable), and issue triage/escalation
- Support credit processes by gathering information, validating completeness, and coordinating with Commercial Credit Risk Management (CCRM) and other adjudication partners
- Maintain high standards of confidentiality, documentation quality, and compliance; identify and escalate operational, reputational, and regulatory risks as required
- Contribute to community presence and relationship-building activities (e.g., events, conferences, and in-community days) through logistics support and post-event follow-up
- Participate in continuous learning (cultural competency, Indigenous banking foundations, products/solutions, and relationship methodology) and apply learnings to improve client experience
Requirements
- Post-secondary degree/diploma or equivalent combination of education and relevant experience
- Experience in financial services, business banking, commercial lending support, or relationship management support (asset)
- Strong organizational skills with proven ability to manage multiple priorities, deadlines, and stakeholders
- Strong written and verbal communication skills; ability to create clear, client-ready materials
- Analytical mindset and attention to detail (e.g., information gathering, documentation, and data quality in CRM systems)
- Demonstrated commitment to learning and applying Indigenous cultural competency and relationship best practices
- Proficiency with Microsoft Office tools (Word, Excel, PowerPoint) and comfort learning internal systems (e.g., CRM/BB Hub)
- Ability to travel within the region as required to support community engagement and client meetings (including occasional overnight travel)
Benefits
- Health and well-being benefits
- Paid time off
- Career development opportunities
- Banking benefits and discounts
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