Group Advisor, RBC Group Advantage – Southwestern Ontario
City : BURLINGTON, Ontario, Canada
Category : Customer Service | Client Advice | Sales
Industry : Financial/Banking
Employer : RBC
Come Work with Us!
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.
Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.
Job Title
Job Description
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.
Specific location is to be determined. Successful incumbent must be mobile within Southwestern Ontario.
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 25%
Nice-to-have
- Knowledge of group plan tools, learning resources, policies, marketing resources
- Bilingual (English/French), would be considered an asset
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
Job Summary
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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.
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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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.