Manager Financial Planning Associate

2 days ago

Montréal, Canada Royal Bank of Canada Full time

**What is the opportunity?**

Lead a team of sales support professionals, Financial Planning Associates (FPAs), who provide pre-sales planning, sales and relationship management and post sales support to a team of financial planners (FP). The goal of the MFPA is to help maximize RBC Financial Planning’s sales and productivity by driving FPA capability and engagement through coaching, active performance management, and focused sales routines. MFPAs build strong partnerships with Manager Financial Planning, Financial Planners, branch and career sales managers, regional vice presidents, forming an active part of the market leadership team that support RBC’s Financial Planning business.

**What**will**you** do ?**
- Coach team to deliver pre sales planning, sales and relationship management, post sales and administration support to financial planners, enabling delivery of the _Your Future by Design ® Advice Experience_.
- Coach and monitor the FPAs’ activities to ensure they enable FP team performance with value added activities that drive effective client contacts and appointment bookings, and help to increase financial planning activities.
- Partner with MFPs to develop routines that drive client interactions, meet client contact commitments, and deliver business results.
- Conduct regular meetings with FPs, branch and other in-market partners to sustain the FPA support activities and ensure effective collaboration across teams.

**What do you need to**succeed ?**

**Must-have**
- Mobility required to be determined : _Estrie_, _Québec, _Mauricie_ and/or South Shore of Montreal_
- Experience in coaching and management are required
- Knowledge in investment and advice tools
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.

**Nice-to-have**
- Knowledge in financial planning would be an asset;
- IPF designation would be an asset;

**Job Skills**

Building Talent, Business Development, Inspiring, Long Term Planning

**Additional Job Details**

**Address**:
1 PLACE VILLE MARIE:MONTRÉAL

**City**:
Montréal

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
PERSONAL & COMMERCIAL BANKING

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2025-09-15

**Application Deadline**:
2025-09-22

**I**nclusion** 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.

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