Manager, Financial Planning

RBC; Winnipeg; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Sales Manager for Financial Planning to lead a motivated team in Winnipeg. This role emphasizes building valuable client relationships and driving sales growth through strategic initiatives. The ideal candidate will have a strong background in financial planning and sales management, with the ability to leverage technology for enhanced client engagement. Join a progressive and collaborative team where your leadership will make a significant impact on both clients and the community. This opportunity offers a comprehensive rewards program and a supportive environment for professional development.

Benefits

Comprehensive Total Rewards Program

Flexible Benefits

Competitive Compensation

Development Coaching

Dynamic Team Environment

Qualifications

• 3-5 years of sales management experience with proven leadership skills.
• Ability to work with diverse business partners to achieve market success.

Responsibilities

• Lead a high-performing team of Financial Planners to drive growth.
• Implement strategic initiatives and champion sales management practices.

Skills

Building Talent

Business Development

Inspiring

Long Term Planning

Education

Personal Financial Planning (PFP) or Certified Financial Planner (CFP)

Branch Compliance Officer (BCO)

Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC)

Tools

Digital Banking

Mobile Applications

Social Media

Job description

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.

*** Please be advised specific locations are to be determined and successful incumbent must be mobile within the Winnipeg or Brandon Markets ***

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

• Ability to make a difference and lasting impact

• Work in a dynamic, collaborative, progressive, and high-performing team

• Financial strength and strong brand to support your goals

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address:

220 PORTAGE AVE:WINNIPEG

City:

WINNIPEG

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-05-08

Application Deadline:

2025-06-05

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

Inclusion 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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