Group Consultant - RBC Group Advantage - British Columbia
Core
Mobile consultant delivering Group Retirement Savings products (Group RRSPs, Deferred Profit Sharing Plans, Group TFSA, Defined Contribution Pension Plans) to commercial/corporate clients.
Role type
Senior IC financial consultant (retirement planning)
Builds
Group Retirement Savings and Financial Wellness programs for commercial/corporate clients
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
prospecting, networking, business development, relationship building, independent self-management, presentation, communication, time management, organizational skills
Preferred skills
PC and mobile literacy, digital capability (Microsoft Office), creative business acumen
Responsibilities
Lead generation and sales activation for Group Retirement Savings, identifying referral opportunities for Mortgage Assistance and Capital Loan Programs, championing the Group Advantage value proposition with partners, building relationships with senior managers across Canadian Personal and Commercial Banking and Wealth Management, enabling acquisition of new Group Advantage Sponsors
Seniority
Mid-Senior, hands-on IC