Manager, Associates

1 week ago


St Catharines, Ontario, Canada Royal Bank of Canada Full time

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.


Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.


Job Title
Manager, Associates

What is the opportunity?

The Manager, Associates within our SWO Financial Planning business is responsible for developing and leading a team of associate sales support professionals.

Through focused coaching routines they will develop a high level of capability and engagement within their team that will contribute to the practice management, productivity and business outcomes of the Financial Planners they support.

The SWO Financial Planning business has three Managers of Associates and they are a critical part of the market leadership team and partner very closely with Managers Financial Planning, Financial Planners, and RVP FP for SWO to ensure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals.


What will you do?

  • Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team.


Coach and develop at team of professionals to support planners and clients with everyday banking, credit and investment transactions and advice.

Develop and coach their team to excel in practice management routines and be a trusted strategic partner for the financial planners they support

  • Provide coaching and training to enable the Associates to champion problem resolution ensuring clients' satisfaction, leveraging partners to resolve the issue and advising the Financial Planner of potential escalation/major issues.
  • Foster a continuous improvement approach to employee development by helping employees increase their skills, knowledge, and abilities and ensuring accreditations are up to date through the creation of a solid Personal Development Plan/Action Plan.
  • Coach the team to promoting awareness and foster relationships with internal partners

What do you need to succeed?

  • A minimum of 3 years leadership experience, with a proven track record of managing and developing teams.
  • Proven change leadership ability
  • Strong Organizational skills with the ability to manage a geographically diverse team
  • Strategic mindset with ability to prioritize for greatest impact

Must have

  • Branch Compliance Officer
  • Investment Funds in Canada or Canadian Securities Course

Nice to have
Personal Financial Planning or Certified Financial Planning Designation is prefer
Post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience is preferred

Job Summary

Address:

380

SCOTT ST:
ST. CATHARINES

City:

CAN-ON-ST. CATHARINES

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

Inclusion
and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth.

We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


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