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Sales Coordinator At RBC

Location: Vancouver, British Columbia

Job Description

What is the opportunity?

The Sales Coordinator (SC) plays an important role in our team by providing pre- and post-sales planning, support and relationship management. The Sales Coordinator will contribute to meeting territory team sales objectives by partnering with the District Vice-Presidents (DVP) and Business Development Managers (BDM) to develop and execute a Territory Sales Plan. The SC sets and implements routines that allow the team to work together effectively to build strong relationships with Investment Advisors that will lead to asset retention and increased sales. Specifically, SC’s contact advisors to arrange meetings for the DVPs, act as the subject matter expert and administrator for all cooperative marketing requests, submit and track DVP expenses, fulfill all requests for marketing material, plan and coordinate territory events and promotional activities, generate sales reporting and lead all administrative activities for the team. A typical territory consists of approximately 1,000 advisors and a Sales Coordinator supports two Territory Sales Teams in our existing business model. This role is to support our team in Vancouver.

What will you do?

  • Calendar Management & Sales Activity - Proactively call pre-determined lists of advisors to book meetings for the DVP to ensure a high level of sales activity (a specific number booked meetings per week per DVP)
  • Sales Team and Relationship Activities - Build and maintain relationships with advisors and key partners, provide prompt/accurate responses to requests, assist the development and execution of the annual territory business plan
  • Business and Risk Management - Maintain knowledge on all rules and regulations with respect to requests/activities and ensure adherence to compliance policies, procedures and guidelines
  • Budget Tracking and Expenses - Assist DVPs in managing the territory budget by tracking, processing and submitting monthly expenses, advising on how the team is tracking against plan and sharing possible opportunities for savings
  • General Sales/ Marketing Support - Fulfill requests for marketing material (including preparation of kits) for meetings and events, generate sales reports, create marketing lists and source and track distribution of promotional items
  • Advisor Meetings/Client Events - Plan, source and execute territory events and, as necessary, participate on site as the coordinator of the event
  • General Team and Administrative Support - Collaborate with the DVP to help manage and maintain their calendar, book DVP travel and act as the team administrator

What do you need to succeed?


  • Proficient with Outlook, Microsoft office (Excel, Word, PowerPoint), CRM
  • Strong sales and service orientation
  • Ability to multi-task, prioritize and work with stringent deadlines
  • Excellent communication skills (oral and written)
  • Skilled problem solver and analytical thinker


  • Completion of Investment Funds in Canada or the Canadian Securities Course
  • Mutual Funds industry experience
  • Knowledge of businesses being supported

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.

  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

About RBC
Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit

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Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.


City: Vancouver
Address: Vancouver
Work Hours/Week: 37,5
Work Environment: Office
Employment Type: Permanent
Career Level: Experienced Hire/Professional
Pay Type: Salaried
Required Travel (%): 0
Exempt/Non-Exempt: N/A
People Manager: No
Application Deadline: 12/21/2018
Req ID: 178223

Posting Notes: