Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Requirements
Nice to have: Track record in building rapport and maintaining client relationships within the financial or service industry
Nice to have: Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
The Employee Benefits Sales Consultant (Producer) works to understand prospect and client organizations’ needs and challenges, building, retaining, and expanding a book of business using the Proactive People Strategy.
Responsibilities
Act as an entrepreneur developing a book of business from a network of own contacts.
Establish and maintain a new business pipeline pipeline of qualified leads exceeding four times goal.
Conduct client discovery with confidence in the presence of CEOs, CFOs, CHROs and other key stakeholders.
Consult clients on an independent basis and recognize opportunities to bring in other SMEs.
Schedule monthly check-ins and briefings with the Client Service team to keep abreast of account status.
The Employee Benefits Sales Consultant (Producer) builds and expands a book of business, serving clients with Gallagher’s benefit solutions and consulting services.
Responsibilities
Build and expand a book of business
Maintain and grow client relationships
Conduct client discovery and consult on benefit solutions
Schedule and lead account review meetings
Collaborate with internal teams and SMEs
Requirements
Bachelor's degree
High School Diploma/GED
Nice to have: Professional designation (CEBS, CPCU, CIC, ARM)
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Requirements
Nice to have: Track record in building rapport and maintaining client relationships within the financial or service industry
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, providing proactive professional advice and collaborating with RBC partners.
Compensation
Competitive salary, annual bonus, and recognition programs that reward top performance
Responsibilities
Consistently demonstrate empathy, kindness and take the time to understand circumstances, motivators and concerns
Communicate effectively to uncover client needs, deliver client centric advice, solutions and proactively resolve client concerns
Use advice capabilities and RBC ecosystem partners to meet clients' entire suite of financial needs, both personal and business
Provide professional advice and education regarding complex credit and investments
Champion digital enablement by educating clients to self-serve while leading with advice
Requirements
Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
Client-focused sales role that maximizes client interactions, providing banking solutions and referrals to drive satisfaction and loyalty.
Responsibilities
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, and identifying sales and referral opportunities
Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain business
Respond to client-initiated contact, assisting them with a full range of financial transactions
Actively listen and engage clients in conversation to further understand their individual needs
Proactively take ownership of resolving and preventing client banking problems
Requirements
Nice to have: Track record in building rapport and maintaining client relationships within the financial or service industry
Nice to have: Mutual Funds accreditation (i.e., Investment Funds in Canada or the Canadian Securities Course)
The Assistant Branch Manager motivates and coaches a high-performing team of Advisors to establish and achieve team sales objectives and maximize sales/referral opportunities.
Compensation
A comprehensive Total Rewards Program including performance based bonuses, flexible benefits, and competitive compensation
Responsibilities
Ensure high employee engagement through talent management, development and career planning
Deliver results through strong sales management routines and coaching ability
Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
Coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
Requirements
Post-secondary diploma/degree, ideally in commerce, business administration, or related experience
As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs.
Compensation
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Responsibilities
Proactively engage with clients in the branch and deliver an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business
Contribute to team results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions
Proactively take ownership of resolving and preventing client banking problems
Cultivate and maintain relationships with partners to work as one RBC team
Producer: Employee BenefitsNewArthur J. Gallagher & Co. (Gallagher) · Glendale, US
Producer: Employee BenefitsNewGallagher · Glendale, US
Assistant Branch ManagerRoyal Bank of Canada · Fredericton, Canada