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Group Associate, RBC Group Advantage

Reference ID: RBCAA008888918

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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?

  • 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 .

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    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.


    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):

    Posted: April 17, 2019
    Closes: June 16, 2019