Assistant Branch Manager

RBC

Kelowna

On-site

CAD 65,000 - 90,000

Full time

5 hours ago
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Benefits offered by this job

Total rewards program
Performance bonuses
Flexible benefits
World-class training
Career development

Job summary

RBC in Kelowna, Canada, seeks an Assistant Branch Manager to coach a high‑performing team of Advisors in a fast‑paced, client‑oriented environment and to establish clear team objectives. You will develop skills, maximize sales and referrals, and promote digital education and multichannel usage from first contact.

Lead with a collaborative approach, partner with your manager to ensure branch operational effectiveness, and drive superior client experiences while fostering community relationships

Qualifications

  • Minimum of 2 years’ experience in a people management/coaching role within the financial industry.
  • Strong understanding of Operational Effectiveness.
  • Proven success in business growth and community/client relationships.
  • Mutual fund sales experience within the last 3 years (2+ years).
  • Mutual Funds accreditation (IFIC or CSC).
  • Completion of an acceptable mutual fund branch management exam (BCO) or ability to write within 4 months of start date.

Responsibilities

  • Ensure high employee engagement through talent management and career planning.
  • Deliver results through strong sales management routines and coaching.
  • Partner with manager to ensure operational effectiveness of the branch and maximize team performance.
  • Inspire and lead superior retailing to deliver a memorable client experience.
  • Coach team on client advice, education, problem resolution, and multichannel usage.
  • Leverage partners to build internal and external relationships to support business goals.
  • Address local community needs through recruitment and management practices.

Skills

People management
Coaching
Sales management
Operational effectiveness

Education

Mutual funds accreditation (IFIC/CSC)
BCO exam (CSI)

Job description

What is the opportunity?

As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable digital education and usage, and promote problem resolution at first point of contact. Sharing common goals, purpose, vision, and values with RBC partners, you build relationships and encourage collaboration across all roles. Further, you support the ongoing development of your team through consistent sales routines to ensure a high level of employee capability and engagement.

Job Description
Assistant Branch Manager
What is the opportunity?

As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team objectives. You coach your team to increase skills and capabilities to maximize sales and referral opportunities, enable digital education and usage, and promote problem resolution at first point of contact. Sharing common goals, purpose, vision, and values with RBC partners, you build relationships and encourage collaboration across all roles. Further, you support the ongoing development of your team through consistent sales routines to ensure a high level of employee capability and engagement.

What will you do?
  • Ensure high employee engagement through talent management, development and career planning
  • Deliver results through strong sales management routines and coaching ability
  • Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
  • Inspire, orchestrate and pioneer superior retailing excellence to deliver a memorable client experience
  • 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
  • Leverage partners to establish both internal and external working relationships to support business objectives
  • Address local community needs through appropriate recruitment and management practices
What do you need to succeed?
Must-have
  • Minimum of 2 years’ experience in a people management/coaching role within the financial industry
  • Strong understanding of Operational Effectiveness
  • Proven success in business growth, as well as establishing community and client relationships
  • At least 2 years of licensed mutual fund sales experience within the last 3 years
  • Mutual Funds accreditation (IFIC or CSC)
  • Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI, or ability to write the exam within 4 months of start date
Nice-to-have
  • Experience in both business and personal banking
  • Strong understanding of sales management routines and ability to lead the team to action
  • Post-secondary diploma/degree, ideally in commerce, business administration, or related experience
  • Entrepreneurial mindset, with the ability to seek out and develop new business
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 performance based bonuses, flexible benefits, and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • A world-class training program in financial services
  • A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
Job Skills

Advice Based Solutions, Building Talent, Client Discovery, Critical Thinking, Data Analysis, Digital Literacy, Inspiring, Long Term Planning

Additional Job Details

Address: 3036 PANDOSY ST:KELOWNA

City: Kelowna

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-07-09

Application Deadline: 2026-09-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

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

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