Manager, Financial Planning

Job Summary

Job Description

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.

The successful candidate must be mobile (up to 50% of the time) across the Winnipeg, MB Market. Your working territory within the market will be discussed with Hiring Manager during interview.​

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 
• Works 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
• Enhances 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 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 market place
• 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

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address:

1700 CORYDON AVE:WINNIPEG

City:

WINNIPEG

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Personal and Commercial Banking

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-11

Application Deadline:

2024-04-19

I nclusion 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.
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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.