Longevity Specialist

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 ageing related risks and opportunities. This role ensures that every client/advisor receives the right support, at the right time through a structured and seamless process.

• 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.
• Determines where the client enquiry falls – contextual support or external partner support (or other).
• Ensures no medical, diagnostic, or clinical advice is provided.
• Directs the advisor to the appropriate next step and ensures timely calls and meetings are scheduled as required.
• Provides advisors with a concise summary to support efficient follow‑up and proactive planning conversations.
• 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).
• Curates and maintains a national longevity resource network at a national and regional level, identifying resources/support and gaps/opportunities.
• Acts as a warm, supportive first touchpoint, normalising ageing related questions and strengthening trust with the advisor team and client.
• Tracks next steps, follow‑up timelines and hand‑off quality to ensure clients don’t fall through gaps.

• University degree in a related health care field (Kinesiology, Social Service Work, OT Aid, Physiotherapy, Nursing) with familiarity with ageing 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.

• 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 management 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 the business.

• Address: RBC CENTRE, 155 WELLINGTON ST W, TORONTO, Canada
• City:
  Toronto
• Country:
  Canada
• Work hours/week: 37.5
• Employment Type:
  
  Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type:
  
  Salaried
• Posted Date:
• Final date to receive applications:
• Applications accepted until 11:59 PM on the day prior to the Final date to receive applications.
• Pay Range: $67,000.00 - $
• Pay transparency: RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair and equitable.
• Potential discretionary variable compensation available if business meets performance targets and individual goals are met.

• 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

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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