Group Advantage Financial Advisor

Job Description

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 Group Tax Free Saving Accounts that are combined with expert advice and delivered in the convenience of the workplace.

As an Group Advantage – Group Financial Advisor, 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

The Mutual Funds license and the Designated Financial Services Advisor (DFSA) designation are mandatory accreditations of the Group Financial Advisor role.

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

Familiarity with Group Advantage value proposition (Bank at work)

Flexibility during the day/night/weekends to visit clients in their commerce day/night/weekend

Nice-to-have

Active in the local community, developing a solid network in the local community

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

Job Skills
Client Centricity, Communication, Critical Thinking, Curious Mindset
Additional Job Details

Address:

3118 CLARENCE AVE S:

SASKATOON

City:

Saskatoon

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive…