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Job Description
What is the opportunity?
RBC Group Advantage is a comprehensive business segment 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.
This role is based from your home office and you will be meeting with sponsors and partners in person throughout the Edmonton market.
If you are a self-motivated professional who enjoys building relationships with business clients and thrives on putting clients first, you will enjoy this mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an important role to all RBC business platforms and offers a variable compensation plan.
What will you do?
- Anchor clients to Group Retirement Savings and Financial Wellness programs: 60% of your time will be focused on lead generation and 40% on sales activation
- Identify referral opportunities for the Mortgage Assistance and Capital Loan Programs
- Champion the RBC Group Advantage value proposition with partners and in the external market
- Build and maintain relationships with senior managers across Canadian Personal and Commercial Banking and Wealth Management
- Enable activities that result in the acquisition of new Group Advantage Sponsors
- Be flexible to work an occasional evening or weekend
What do you need to succeed?
Must-have
- Strong prospecting, networking and business development skills
- Excellent relationship building skills both internally and externally to identify and implement strategies that drive business growth
- Independent, entrepreneurial and self-management skills to achieve planned goals
- Experience creating a referral network and a current, extensive network of “centres of influence”
- Designation as a Retirement Plans Associate (RPA) and/or Certified Employee Benefit Specialist (CEBS) through the International Foundation of Employee Benefit Plans or be willing to complete the necessary courses to achieve the RPA designation within 18 months of start date
- Ability to work independently in a structured environment, as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills & must be able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.)
- Willingness to travel up to 25% - 50%
Nice-to-have
- Excellent presentation, communication, time management and organizational skills
- Highly developed PC and mobile literacy with demonstrated digital capability using Microsoft Office products (Excel, Word, Power point)
- Action oriented and creative business acumen
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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Inclusion and Equal Opportunity Employment
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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