Group Advantage Relationship Manager

This role is based from your home office and will require you to meet sponsors and partners in person throughout the Prince Edward Island market.

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.

You are a mobile sales professional responsible for the retention and growth of assigned commercial and corporate clients (Sponsors) of RBC's Group Advantage business. You love the challenge of building long term profitable relationships with these "Sponsors", providing expert advice about your business' 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's 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 25-50% of the time.
• Ability to work independently in a structured environment, as a Remote Office Employee (ROE), working in your home office with proven time management, organizational and problem solving skills & must be able to meet with the technological and confidentiality requirements of the role (i.e., private and quiet space, Internet connectivity, etc.).

Nice-to-have

• Confidence and ability to conduct onsite information sessions for Sponsor's employees.
• Knowledge of group plan tools, learning resources, policies, marketing resources.
• Strong knowledge of external market and competitive offers.

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 Skills

Business Development, Client Centricity, Communication, Long Term Planning

Additional Job Details