Manager, Financial Planning

Royal Bank of Canada

Thunder Bay, Canada
Base: not specified; bonus/equity: bonuses include...
Sales management and leadership
Team coaching and development
Strategic initiative implementation
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

Job Summary

  • 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.
  • You will build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities, and champion sales management practices to implement strategic initiatives.
  • RBC offers a comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation, along with leaders who support your development through coaching and managing opportunities.

Matching Summary

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.

Salary

Base: Not specified; Bonus/Equity: Bonuses included; Benefits: Flexible benefits and competitive compensation

Skills & Requirements

Must-have

  • Sales management and leadership
  • Team coaching and development
  • Strategic initiative implementation
  • Client relationship management
  • Digital enablement and multichannel usage
  • Collaboration with regional sales teams

Nice-to-have

  • Experience in business and personal banking
  • Use of emerging communications technology
  • Focus on diversity and representation
  • Employee commitment and capability enhancement

Key Requirements

  • 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 managing investment professionals
  • Ability to work with diverse business partners

Work Rights

Not specified

Tailored Resume

Cover Letter