Group Advantage - Vancouver, Canada - Royal Bank of Canada
Description
Job Summary
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.
This role is based from your home office and requires you to meet sponsors and partners in person throughout the
Vancouver/South Fraser/East Vancouver Burnaby & New West/North Shore & Tri-Cities markets.
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
- Willingness to travel up to 50%
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 worldclass 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 highperforming team
Job Skills
Achieving Targets, Adaptability, Business Development, Business Relationships, Client Base, Client Centricity, Curiosity, Drive to Impact, Goal Attainment
Additional Job Details
Address:
VANCOUVER MAIN BRANCH (B), 1055
GEORGIA ST W:
VANCOUVER
City:
VANCOUVER
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
Personal and Commercial Banking
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
Application Deadline:
Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.
We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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.
More jobs from Royal Bank of Canada
-
Senior Manager, Finance Special Projects
MISSISSAUGA, Canada - 1 month ago
-
Conseiller(ère) en services bancaires
Gatineau, Canada - 6 days ago
-
Business Analyst
Toronto, Canada - 3 weeks ago
-
Trust Officer
Montréal, Canada - 2 weeks ago
-
Associé(E), Expansion Des Affaires
Québec, Canada - 3 weeks ago
-
Manager, Data
Scarborough, Canada - 2 weeks ago