Manager Financial Planning
3 weeks ago
Manager Financial Planning – RBC Join to apply for the Manager Financial Planning role at RBC. Overview As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Saskatchewan South market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace. Responsibilities Build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities. Champion sales management practices and lead in the implementation of strategic initiatives. Deliver growth through sales and market leadership, implementation of strategic direction and representation in the local marketplace. Work in partnership with Regional Sales teams to implement strategies, processes and disciplines to ensure a high level of financial advice and relationship management for clients with sophisticated financial needs. Enhance employee commitment and capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels, and service partners. 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. Required qualifications Personal Financial Planning (PFP®) or Certified Financial Planner (CFP®) designation. Branch Compliance Officer (BCO) designation. Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation. Minimum 3-5 years sales management/leadership experience. Proven track record of managing a team of investment professionals, as well as implementing sales objectives and initiating strategic initiatives. Ability to work with a wide variety of business partners to achieve success within a marketplace. Experience with emerging communications and technology (i.e., web‑based meetings, social media, Digital Banking and Mobile Applications). Nice to have Experience in both business and personal banking. Benefits & Rewards A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation. 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. Financial strength and strong brand to support your goals. Job Skills Building Talent, Business Development, Inspiring, Long Term Planning Additional Job Details Address: REGINA MAIN BRANCH, 2010 11 AVE: REGINACity: ReginaCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type: SalariedPosted Date: 2025-11-12Application Deadline: 2025-11-24 Applications will be accepted until 11:59 PM on the day prior to the application deadline date above. Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in‑the‑know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com Referrals increase your chances of interviewing at RBC by 2x. #J-18808-Ljbffr
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Manager Financial Planning
3 weeks ago
Regina, Canada RBC Full timeManager Financial Planning – RBC Join to apply for the Manager Financial Planning role at RBC. Overview As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Saskatchewan South market; delivering growth through sales and market leadership, while leveraging diversity and representation in...
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Manager Financial Planning
2 days ago
Regina, Saskatchewan, Canada RBC Full time $120,000 - $180,000 per yearJob DescriptionWhat is the opportunity?As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Saskatchewan South market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace.What will you do?Build an effective and...
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Remote Product Owner: Financial Planning
2 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Surrey, Victoria, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Conquest Planning Full timeA leading financial technology company in Canada is seeking a Product Owner for Financial Planning to shape its financial advice platform. The role requires expertise in Canadian financial products and agile development experience. You will translate business needs into actionable user stories, collaborate with developers, and support internal stakeholders....
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Manager, Financial Planning
1 week ago
Toronto / Regina, Canada EQ Bank Full time $120,000 - $180,000 per yearJoin a Challenger Being a traditional bank just isn't our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you're passionate about redefining the future of banking—while having...
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Manager, Financial Planning
4 weeks ago
Regina, Canada EQ Bank | Equitable Bank Full timeOverviewJoin a Challenger. Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. If you’re passionate about redefining the future of banking—while...
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Manager, Financial Planning
4 weeks ago
Regina, Canada EQ Bank | Equitable Bank Full timeOverviewJoin a Challenger. Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. If you’re passionate about redefining the future of banking—while...
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Financial Planning Specialist
1 week ago
Regina, Canada Brewin Dolphin Full time**Job Summary** **What is the opportunity?** As an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development,...
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Financial Planning Specialist
1 week ago
Regina, Canada RBC Full timeAs an integral member of the Wealth Management Services team, your role as a Financial Planning Specialist is to work with our Advisors to deliver high value customized advice and financial planning to High Net Worth (HNW) clients of RBC. As a valued partner, you will also assist with business development, opportunity spotting and revenue generation.What...
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Manager Financial Planning
3 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, London, Halton Hills, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada IFG International Financial Group Ltd Full timeOverviewOur client is a well known multinational looking to add to a Manager, Financial Planning & Analysis for an initial term of 6 - 12 months. This role is remote, but you are expected to work standard EST hours.ResponsibilitiesAs the Manager, Financial Planning & Analysis you are responsible for consolidating business unit budgets and forecasts,...
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Financial Planning Consultant
1 week ago
Regina, Canada Brewin Dolphin Full time**Job Summary** **What is the opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...