Relationship Manager, Group Advantage

Calgary, AB, Canada

Job 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\xe2\x80\x99s, Deferred Profit Sharing Plans, and Pooled Retirement Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.

You are a mobile sales professional responsible for the retention and growth of assigned commercial and corporate clients (Sponsors) of RBC\xe2\x80\x99s Group Advantage business. You love the challenge of building long term profitable relationships with these \xe2\x80\x9cSponsors\xe2\x80\x9d, providing expert advice about your business\xe2\x80\x99 full range of products and for proactively identifying cross-sell opportunities. This is an important role to all RBC business platforms and offers a variable compensation plan.

What will you do?

Manage existing Sponsor relationships and refer clients to the other RBC channels to ensure they benefit from a full range of solutions

Act as integrator and champion of Group Advantage products within market sales teams (e.g. Career Sales Force, Branch teams, Regional Vice President)

Conduct an Annual Review with the Sponsors to ensure their current program aligns with their unique needs and future goals and documents the changes

Maintain expertise in industry trends, regulations and competitive environment to ensure clients are receiving advice tailored to their needs

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

Organize information sessions for Sponsor\xe2\x80\x99s employees to build support and increase participation rates

Work in partnership with the Group Consultant to execute program launch events for Sponsors

What do you need to succeed?

Must-have

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

Deep 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

Ability to work with senior management within Sponsor companies to promote and sell new plans, as well as design and customize Group Advantage plans to meet their expectations

Excellent verbal and written communication skills to make proposals and deliver presentations at all levels of the sponsor organization and inside RBC

Willingness to travel 5% of the time

Nice-to-have

Confidence and ability to conduct information sessions for Sponsor\xe2\x80\x99s employees

Knowledge of group plan tools, learning resources, policies, marketing resources

Strong knowledge of external market and competitive offers

What\xe2\x80\x99s 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 Skills

Additional Job Details

Address: 335 8 AVE SW:CALGARY

City: CALGARY

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: Personal and Commercial Banking

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-02-22

Application Deadline: 2024-03-04

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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Job Detail

  • Job Id
    JD2279545
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Calgary, AB, Canada
  • Education
    Not mentioned