Assistant Branch Manager/Advisor

7 days ago

Three Hills, Canada RBC - Royal Bank Full time
Job Summary

We are seeking a highly skilled and experienced professional to join our team as an Assistant Branch Manager/Advisor. This is a leadership role that requires a strong client-focused approach, combined with flexibility and adaptability.

Key Responsibilities
  • Lead and coach a team of professionals to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching.
  • Provide professional advice and education to clients, addressing complex credit and investment personal and business needs.
  • Collaborate with market-leading professionals in financial planning, retirement planning, home equity finance specialists, and business banking experts to ensure clients receive customized, expert advice.
  • Inspire and orchestrate superior retailing excellence to deliver a memorable client experience.
  • Model and coach the team on client advice and education, problem resolution, and prevention at first point of contact, and advocate for digital enablement and multichannel usage.
  • Partner with the manager to ensure operational effectiveness of the branch and maximize the performance of the team.
  • Address local community needs through appropriate recruitment and management practices.
Requirements
  • Minimum of 2-3 years' experience in a relationship management role within the financial industry.
  • Experience in a coaching/leadership role or acting as a mentor to service or sales professionals.
  • Mutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund sales experience within the last 3 years.
  • Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start date.
  • Demonstrated success delivering/coaching to provide advice to clients resulting in strong client relationships and superior sales results.
Preferred Qualifications
  • Strong communication and decision-making skills, with the ability to communicate and lead change.
  • Strong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environment.
  • A post-secondary diploma/degree, ideally in Commerce, Business Administration, or related experience.
What We Offer
  • A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits, and competitive compensation.
  • Leaders who support your development through coaching and managing opportunities.
  • A world-class training program in financial services.

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