Group Associate, RBC Group Advantage
RBC
Grande Prairie, 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

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