About the Company
RBC is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 86,000+ employees who bring our vision to life to help our clients thrive and communities prosper. As one of Canada’s biggest banks, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and client service.
Job Description
RBC is seeking highly motivated and enthusiastic individuals to join our dynamic team as Remote Appointment Setters. This is an excellent opportunity for individuals looking to start or advance their career in financial services, offering a competitive base salary plus uncapped commission potential, and the flexibility of working from home. As a key member of our sales support team, you will be responsible for proactively reaching out to potential clients, identifying their financial needs, and scheduling qualified appointments for our financial advisors. Full training and ongoing support will be provided, making this an ideal role for entry-level candidates passionate about communication and client success.
Key Responsibilities
- Conduct outbound calls to prospective clients to introduce RBC's financial products and services.
- Engage prospects in meaningful conversations to understand their financial goals and identify potential needs.
- Qualify leads and schedule appointments for financial advisors using established criteria.
- Maintain accurate and detailed records of all interactions and appointments in our CRM system.
- Collaborate closely with financial advisors to optimize appointment schedules and follow-up processes.
- Achieve daily and weekly appointment setting targets and key performance indicators.
- Adhere to all compliance and regulatory guidelines for client interactions.
Required Skills
- Excellent verbal communication and active listening skills.
- Strong interpersonal skills with the ability to build rapport quickly.
- Self-motivated and goal-oriented with a positive attitude.
- Ability to work independently in a remote environment.
- Basic computer proficiency and comfort using CRM software (training provided).
- High school diploma or equivalent.
Preferred Qualifications
- Previous experience in customer service, telemarketing, or sales.
- Familiarity with financial services products or terminology.
- Post-secondary education in business, finance, or a related field.
- Proven track record of meeting or exceeding targets.
Perks & Benefits
- Competitive hourly base pay plus attractive, uncapped commission structure.
- Comprehensive health, dental, and vision benefits package.
- Flexible work schedule options.
- Opportunity for career advancement within a leading global financial institution.
- Paid training and ongoing professional development.
- Employee stock purchase plan and retirement savings programs.
- Access to employee wellness programs and resources.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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