Assistant Branch Manager/Advisor
4 weeks ago
Job Summary
We are seeking a highly skilled and experienced Assistant Branch Manager Advisor to join our team. As a key member of our branch, you will be responsible for leading and coaching your team to deliver exceptional client experiences and maximize opportunities through sales enablement and coaching, digital education and usage, and collaboration with RBC partners.
Key Responsibilities
- Ensure high employee engagement through talent management, development & career planning
- Deliver results through strong sales management routines and coaching ability
- Provide professional advice and education with an ability to address complex credit and investment personal & business needs
- Collaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice.
- Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
- Model & coach your 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 your 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 (i.e. Banking Advisor, Financial Advisor)
- 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 providing advice to clients resulting in strong client relationships and superior sales results
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
Join Our Team
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.
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