Advise workplace clients on RBC Group Retirement Savings programs in Calgary, combining networking, sales activation, and trusted relationship management. The position is full time.
This mobile consultant role supports commercial and corporate clients with Group RRSPs, Deferred Profit Sharing Plans, Tax Free Savings Accounts, and Defined Contribution Pension Plans. You will create referral networks, engage senior partners, and help acquire recent sponsors. Retirement credentials or a path toward the RPA designation is required.
Key Responsibilities:
- Deliver the Group Retirement Savings value proposition
- Spend time generating leads and activating sales
- Maintain relationships across Canadian banking platforms
- Identify Mortgage Assistance and Capital Loan referrals
- Work occasional evenings or weekends when needed
Requirements:
- Strong prospecting and relationship-building skills
- Experience creating referral networks
- Extensive current centres of influence network
- RPA or CEBS designation, or required-course commitment
- Excellent organizational and self-management skills
Use retirement program knowledge, referral development, and client-first advice to support RBC Group Advantage sponsors in Calgary.