Job Description
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
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.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Longevity Specialist position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
