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Manager, financial planning

2 months ago

Barrie, Canada RBC Full time

Job Summary

What is the opportunity?

As a Sales Manager, Financial Planning, you will lead a team of high-performing, highly motivated Financial Planners, delivering growth through sales and market leadership while leveraging diversity and representation in the local marketplace.

What will you do?

  • 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.

What do you need to succeed?

Must-have

  • 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 of sales management/leadership experience.
  • Proven track record of managing a team of investment professionals, as well as implementing sales objectives and initiation of 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.

What's in it for you?

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.

  • 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

Mutual Funds, People Management

Additional Job Details

Address: 99 MAPLEVIEW DR W, BARRIE

City: BARRIE

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-08-26

Application Deadline: 2024-09-05

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.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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