Senior Account Manager (Group Advantage)
Royal Bank of Canada
Saint John, New Brunswick, Canada
2d ago

What is the opportunity?

RBC Group Advantage is a comprehensive business segment 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.

As an RBC Senior Account Manager , you attract, nurture, and grow relationships with our high-value Group Advantage member clients by adding value in the moments that matter to them.

You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events.

You grow and deepen client relationships by leading Group Advantage onboarding discussions and advice events and through discovering client needs and providing value added advice and solutions.

Whether you are helping a client learn how to bank digitally, proposing an investment strategy to finance their child’s education or recommending how to borrow for their Someday , your expertise will contribute to creating meaningful and memorable client experiences.

What will you do?

  • Communicate with clients to learn about their needs and help them achieve their goals
  • Provide professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs
  • Participate in RBC at Work Group Advantage events and member onboarding
  • Collaborate with market-leading professionals in Group Advantage, financial planning, retirement planning, mortgages, and business banking experts to ensure clients receive customized and targeted expert advice
  • Leverage technology to deliver on client experience and enable performance and retention
  • Proactively take ownership of resolving and preventing client’s banking problems
  • Implement contact and relationship building strategies, and support new client acquisition in local community
  • Educate clients of the features and benefits RBC products and services offer, and help clients with digital, banking including mobile, ATM, and online banking
  • What do you need to succeed?

    Must-have

  • Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
  • Completed Certificate in Financial Services Advice, offered through the CSI (e.g., Personal Financial Service Advice and Financial Planning I)
  • 2-3 years of proven experience in the financial services industry, handling credit and investments and converting pipeline leads and opportunities into results for the benefit of the client
  • Demonstrated ability to build trust and rapport quickly, and to maintain long-term relationships with clients and partners
  • Agile and adaptable to work in multiple environments, with strong presentation skills and comfort presenting in a group environment
  • Digital savviness across multiple platforms and devices (i.e. Sales platform, e-signature, mobile technologies. Comfortable navigating with and for clients
  • Nice-to-have

  • Fluency in a second language
  • Active in the local community, developing a solid network in the local community
  • Familiarity with Group Advantage value proposition
  • 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.

  • Competitive salary, annual bonus, and recognition programs that reward top performance
  • Strong suite of tools, including emerging digital capability to enhance your competitive edge
  • Opportunity to represent Canada’s leading financial services brand in your community

    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.

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