Accounting & Finance

Mobile Mortgage Specialist

TD

Port Moody · British Columbia · Canada

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 Savings Accounts and Defined Contribution Pension Plans that are combined with expert advice and delivered in the convenience of the workplace.

CA$80,000.00 yearly

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 activation
  • Identify referral opportunities for the Mortgage Assistance and Capital Loan Programs
  • Champion the RBC Group Advantage value proposition with partners and in the external market
  • Build and maintain relationships with senior managers across Canadian Personal and Commercial Banking and Wealth Management
  • Enable activities that result in the acquisition of new Group Advantage Sponsors
  • Be flexible to work an occasional evening or weekend

What do you need to succeed?

Must-have

  • Strong prospecting, networking and business development skills
  • Excellent relationship building skills both internally and externally to identify and implement strategies that drive business growth
  • Independent, entrepreneurial and self-management skills to achieve planned goals
  • Experience 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 date
  • Excellent presentation, communication, time management and organizational skills

Nice-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 acumen

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.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • A world-class training program in financial services
  • Excellent career development and access to a variety of job opportunities across business and geographies
  • Leaders who support your development through coaching and managing opportunities
  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Adaptability, Business Development, Client Centricity, Curious Mindset

Additional Job Details

Employment Type: Full time

Platform: HUMAN RESOURCES & BMCC

Job Type: Regular

Work hours/week: 0

Pay Type:

Posted Date:

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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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Reference: WJ-291_11829679

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