Branch Leader & Team Coach — Banking

RBC; Ottawa; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking an Assistant Branch Manager in Ottawa. This role involves motivating and coaching a high-performing team of Advisors, managing sales performance, and ensuring operational effectiveness. Candidates should have at least 2 years of experience in a people management role in the financial industry and must obtain mutual fund accreditation. The position offers a collaborative culture and a comprehensive rewards program with competitive compensation.

Benefits

Comprehensive Total Rewards Program

World-class training program in financial services

Collaborative dynamic culture

Qualifications

• Minimum of 2 years of experience in a people management/coaching role within the financial industry.
• 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.
• Completion of an acceptable mutual fund branch management exam (BCO).

Responsibilities

• Ensure high employee engagement through talent management.
• Deliver results through strong sales management routines.
• Partner with your manager for operational effectiveness.
• Inspire superior retailing excellence for a memorable client experience.
• Coach your team on client advice and education and problem resolution.

Skills

Advice Based Solutions

Building Talent

Client Discovery

Critical Thinking

Data Analysis

Digital Literacy

Inspiring

Long Term Planning

Education

Post-secondary diploma/degree in commerce or business administration

Mutual Funds accreditation (IFIC or CSC)

Job description

A leading financial institution is seeking an Assistant Branch Manager in Ottawa. This role involves motivating and coaching a high-performing team of Advisors, managing sales performance, and ensuring operational effectiveness. Candidates should have at least 2 years of experience in a people management role in the financial industry and must obtain mutual fund accreditation. The position offers a collaborative culture and a comprehensive rewards program with competitive compensation.