Longevity Specialist

Job Description

What is the opportunity?

The Longevity Specialist serves as the first point of contact for advisors seeking longevity related guidance.  The role ensures seamless, compliant navigation across the 4 pillars of wellness - physical, cognitive, social and financial.  Acting as an information and co-ordination hub, the Specialist enhances advisor productivity, improves client experience, and enables early identification of aging related risks and opportunities.  This role ensure that every client/advisor receives the right support, at the right time through a structured and seamless process

What will you do?

You will be responsible for;

Needs identification and intake assessment

• Leads structured intake conversations using an approved longevity needs assessment

• Identifies advisor/ client needs related to independence, mobility, caregiver stress, cognitive changes, home safety, social connection, and lifestyle transitions

• Evaluates urgency, risk level and appropriate support path for resources and/or services

Scope & Risk Assessment

• Determines where the client enquiry falls - contextual support or external partner support (or other)

• Ensures no medical, diagnostic, or clinical advice is provided

Navigation Routing and co-ordination

• Directs the advisor to the appropriate next step and ensures timely calls and meetings are scheduled as required

Post meeting support

• Provides advisors with a concise summary to support efficient follow up and proactive planning conversations

Insight Gathering and Reporting

• Ensures all actions remain strictly educational, navigational, and non-clinical

• Identifies trending client needs to inform advisor education and product strategy

• Reports key themes to leadership to strengthen the firm’s longevity offering (new opportunities, partnerships, and services)

Curate and maintain a national longevity resource network

• At a national and regional level, identifies and maintains resources/support and identifies gaps/opportunities

Client Experience

• Acts as a warm, supportive first touchpoint, normalizing aging related questions and strengthening trust with the advisor team and client

• Tracks next steps, follow up timelines and handoff quality to ensure clients don’t fall through gaps

What do you need to succeed?

Must haves:

• University degree in related health care field (Kinesiology, Social Service Work, OT Aid, Physio, Nursing) with familiarity with aging issues, cognitive health and elder care systems

• High comfort collaborating with advisors, clients and families

• Exceptional listening / interviewing skills and ability to facilitate sensitive conversations and translate complex client narratives into clear assessments

• High empathy and emotional intelligence

• Strong written and verbal communication skills with a high degree of competence and attention to detail

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

• Flexible work/life balance options.

• Opportunities to do challenging work.

• Opportunities to take on progressively greater accountabilities. 

• Access to a variety of job opportunities across business.

WMRT

Job Skills

Client Counseling, Communication, Critical Thinking, Customer Relationship Management (CRM), Decision Making, Group Problem Solving, Healthy Aging, Long Term Planning, Organizational Change Management, Results-Oriented, Solutions Development

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:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-09

Application Deadline:

2026-01-30

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.