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Senior Account Manager
RBC Financial Group / RBC Groupe Financier | More careers with RBC Financial Group / RBC Groupe Financier
Location: Cole Harbour

Requisition Number:   89857

Position Title:   Senior Account Manager - Cole Harbour, NS
Position Type:   Full-Time
Position Category:   Sales
Relocation:   No

Job Description:

The role will be accountable to establish and grow long term relationships by collaborating with a portfolio of clients with evolving personal banking needs.  By providing superior service and financial advice, the senior account manager will achieve exceptional client loyalty. The focus is on retaining, growing and attracting clients through an ongoing discovery approach and applying financial counseling principles that help individuals make informed decisions about their personal goals. By partnering with other RBC specialists across the organization, the role will contribute to helping RBC achieve a dominant market position.

Requirements:

Knowledge/Accreditations:

  • Must have Mutual Funds accreditation
  • Must pass the first 3 ICB courses toward the Personal Financial Planning (PFP) designation within 18 months i.e. Fundamentals of Personal Finance, Investment and Taxation Fundamentals and Insurance and Retirement

Experience:

  • Minimum of 2 years sales experience in financial services
  • Knowledge of a broad array of financial products and services, such as credit and investment
  • Knowledge or fluency in a second language is an asset

Skills/Competencies/Attributes:

  • Strong sales orientation and demonstrates a passion for putting clients first
  • Track record in building trust and maintaining long term client relationships
  • Proven sales success demonstrated by meeting aggressive sales targets
  • Ability to apply financial counseling principles to advice clients and provide financial solutions through the delivery of financial strategies which meet their important life goals
  • Excellent communication skills to ensure clients' needs are being actively heard and responded to
  • Well developed time management and organizational skills
  • Continuous learner with a deep curiosity about his/her diverse customers and keeps up to date on changes in client needs, procedures and products

Education:

  • A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is required.

Each role at RBC offers a variety of development opportunities that are critical to an individual's career growth. In this role, the successful candidate can expect to gain experience in generating revenue, building and managing client relationships and developing general product/client knowledge.

RBC offers a Total Rewards program including competitive salary, opportunities for performance bonuses based on performance thresholds along with an array of flexible benefit, work/life and career development programs, long term investment and retirement savings plans.

We thank interested candidates, however, only those selected for an interview will be contacted.

Key Accountabilities:

  1. Primary accountability is to collaborate with each of their clients and apply financial counseling principles to actively and effectively assess their life stage needs and provide proactive financial solutions
  2. Contribute to meeting sales plan and related activities by growing both existing and new client portfolios
  3. Conduct business development activities that result in generating more referrals, clients and business

Experience:   Less than 1 year

Education:   BA/BS

Skills:  Excellent Written & Communication Skills, Listening, Understanding and Responding, Sales, Sense of Urgency, Relationship Building, Customer Service/ Service Partner Orientation, Achievement Motivation

Minimum Salary:    Not Available
Maximum Salary:   Not Available

We thank all interested candidates however only those selected for an interview will be contacted.

If interested, please apply online at http://track.jobviper.com/ViewJob.asp?id=513311-1384-2971

Apply Now
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