Job Summary
Job Description
What is the opportunity?
RBC Group Advantage is a comprehensive business segment that offers expert advice to business clients focused on retirement savings solutions for their employees including Group RRSP’s, Group TFSA’s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans delivered in the convenience of the business owner’s workplace.
As an Enterprise leader you provide strategic direction and coaching focused on team contribution in, nurturing and growing relationships with sponsors. You are also a key influencer in the community, building RBC presence, expanding networks, and sourcing key business opportunities. Your passion in creating success for our “Sponsors” (commercial/corporate clients), employees, and communities is the cornerstone of success in this opportunity.
The successful candidate may be located in Edmonton or Calgary and will be based out of their home office.
What will you do?
Manage a team consisting of relationship managers to maintain and grow existing retirement savings plans within Alberta and the Territories
Plan and execute practice management routines with team and RBC Partners ensuring the full team is accountable for deepening client relationships and fully supporting new clients to RBC
Coordinate the activation of new plan members
Drive superior client experience by monitoring the satisfaction of sponsors and establishing ongoing routines
Identify industry trends, regulations and competitive environment to ensure clients and are receiving advice tailored to their needs
Model, inspire and coach One RBC behaviors by sharing knowledge, building collaboration, trusting internal relationships
Champion the RBC Group Advantage value proposition with partners and in the external market
What do you need to succeed?
Must-have
Minimum of 4-7 years leadership experience in the financial industry with a proven track record of managing a high performing team focused attracting and growing client relationships
Proven application of business acquisition, establishing community and client relationships with success in business growth
Excellent relationship building skills both internally and externally to identify and implement strategies that drive business growth
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
Willingness to travel up to 50% of the time within the Region.
Nice-to-have
Highly developed PC and mobile literacy with demonstrated digital capability using Microsoft Office products (Excel, Word, Power point)
Experience creating a referral network and a current, extensive network of “centres of influence”
A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is required
Experience in the group retirement and group pension space
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
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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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 jobs.rbc.com.
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