Analyst, Know Your Client - Vancouver, Calgary (Winnipeg)

Analyst, Know Your Client - Vancouver, Calgary (Winnipeg)

18 Oct
|
BDC
|
Winnipeg

18 Oct

BDC

Winnipeg

CA$185,000.00–CA$255,000.00 yearlyFull-timeRBC 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 Savings Accounts and Defined Contribution Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.If you are a self-motivated professional who enjoys building relationships with business clients and thrives on putting clients first, you will enjoy this mobile consultant and advice role focused on the delivery of the Group Retirement Savings value proposition to commercial/corporate clients. This is an key role to all RBC business platforms and offers a variable compensation plan.This is for current and upcoming opportunities in various locations in British Columbia.What will you do?
Anchor clients to Group Retirement Savings and Financial Wellness programs: 60% of your time will be focused on lead generation and 40% on sales activationIdentify referral opportunities for the Mortgage Assistance and Capital Loan ProgramsChampion the RBC Group Advantage value proposition with partners and in the external marketBuild and maintain relationships with senior managers across Canadian Personal and Commercial Banking and Wealth ManagementEnable activities that result in the acquisition of new Group Advantage SponsorsBe flexible to work an occasional evening or weekendWhat do you need to succeed?
Must-have
Robust prospecting, networking and business development skillsExcellent relationship building skills both internally and externally to identify and implement strategies that drive business growthIndependent,



entrepreneurial and self-management skills to achieve planned goalsExperience creating a referral network and a current, extensive network of “centres of influence”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 dateExcellent presentation, communication, time management and organizational skillsNice-to-have
Highly developed PC and mobile literacy with demonstrated digital capability using Microsoft Office products (Excel, Word, Power point)Action oriented and creative business acumenWhat’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 applicableA world-class training program in financial servicesExcellent career development and access to a variety of job opportunities across business and geographiesLeaders who support your development through coaching and managing opportunitiesWork in a dynamic, collaborative, progressive, and high-performing teamJob Skills
Adaptability, Business Development, Client Centricity, Curious MindsetAdditional Job Details
Employment Type: Full timePlatform: HUMAN RESOURCES & BMCCJob Type: RegularPosted Date: 2026-10-14Application Deadline: 2027-03-31Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveJoin our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a current future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.Rbc.Com.At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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📌 Analyst, Know Your Client - Vancouver, Calgary (Winnipeg)
🏢 BDC
📍 Winnipeg

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