Group Associate, RBC Group Advantage
RBC
Calgary, AB
What is the opportunity?

Group Advantage is a comprehensive business at RBC that offers a variety of retirement savings products including Group RRSP’s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.

If you enjoy providing helpful, timely and relevant advice to “Sponsors” (commercial/corporate) clients along with their members, you can build a great future within Group Advantage.

What will you do?

Maximize client interactions through Sponsor relationship and new member acquisition through appointment bookings in the workplace
Gain sponsor engagement and commitment for Personal Financial Advice appointments with each employee
Complete a Financial Wellness Plan with the sale of all Group plans establishing the frequency and nature of employee engagement sessions at Sponsor site
Effectively transition the Sponsor relationship to the Relationship Manager after the initial plan set up phase
Focus on getting work right the first time and take appropriate action in response to close gaps identified through operational, compliance reviews and reporting evaluations
Build and cultivate a strong network of internal partners across Canadian Personal and Commercial Banking and Wealth Management
Organize and participate in community and corporate events to build awareness of Group Advantage
Coordinate employee enrolment and advice events with Branch partners, Career Sales Force, and RBC Group Advantage Relationship Managers (where required).

What do you need to succeed?

Must-have

Knowledge of Employee Benefits, Group RRSP Plans, Group Investment Accounts and group client agreements and documents for client set up
Highly polished sales and relationship building skills to guide discovery, negotiation and closing interactions with corporate clients
Previous experience in financial services
Excellent communication and presentations skills
Willingness to travel

Nice-to-have

Knowledge of group plan tools, learning resources, policies, marketing resources

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
A world-class training program in financial services
Excellent career development and access to a variety of job opportunities across business and geographies
Leaders who support your development through coaching and managing opportunities
Work in a dynamic, collaborative, progressive, and high-performing team

  • LI-TT1
About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com.

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 rbc.com/careers.

Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.

JOB SUMMARY

City: Calgary
Address: 335 8th Ave SW
Work Hours/Week: 37.5
Work Environment: Branch
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 26-50
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 04/30/2019
Req ID: 186576

Ad Code(s):