Manager, Associates

RBC; Barrie; On-site; CAD 90,000 - 120,000; Full time

Job summary

RBC in Canada is seeking a Manager, Associates to lead a sales support team within our financial planning division. The role focuses on coaching, engagement, and collaboration with Financial Planners to maximize sales and client satisfaction.

Lead a market leadership team, partner with Financial Planning Managers, Branch Managers and Regional VPs to improve client experience and drive business goals across RBC branches.

Qualifications

• Minimum 3 years of leadership experience with a track record of developing teams.
• Proven ability to acquire new clients and grow the business.
• Mutual funds license (IFIC or CSC) is required or asset.
• Branch Compliance Officer (BCO) experience is considered an asset.
• Experience with emerging communications and technology (web-based meetings, MyAdvisor, Digital Banking, mobile apps).

Responsibilities

• Provide coaching and training to enable the Associates to champion problem resolution and client satisfaction.
• Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team.
• Coach the team to identify sales and referral opportunities and book client appointments to support planners in closing business.
• Promote awareness and foster relationships with internal service partners to enhance collaboration.
• Ensure processes and controls are followed to protect shareholder interests, including account openings, AML, fraud prevention, and regulatory maintenance.
• Act as a role model and ensure the team delivers on client experience commitments.
• Drive continuous improvement in employee development and ensure accreditations are up to date.

Skills

Leadership

Business acquisition

Industry licenses (IFIC/CSC)

Branch Compliance Officer (BCO) asset

Digital/CRM tools experience

Education

Post-secondary diploma/degree in Commerce or Business Administration

Job description

What is the opportunity?

The Manager, Associates is a key leadership role within our financial planning business and is responsible for developing a team of sales support professionals (Associates). Through focused coaching and sales routines they will develop a high level of capability and engagement within their team that will contribute to the maximized sales and productivity of Financial Planners they support. The Manager, Associates form part of the market leadership team and partner with Managers Financial Planning, Financial Planners, Branch Managers and Regional Vice Presidents to insure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals.

Job Description

What is the opportunity?

The Manager, Associates is a key leadership role within our financial planning business and is responsible for developing a team of sales support professionals (Associates). Through focused coaching and sales routines they will develop a high level of capability and engagement within their team that will contribute to the maximized sales and productivity of Financial Planners they support. The Manager, Associates form part of the market leadership team and partner with Managers Financial Planning, Financial Planners, Branch Managers and Regional Vice Presidents to insure an improved client experience, simplified way to do business and enhanced collaboration while driving the achievement of business goals.

What will you do?

• Provide coaching and training to enable the Associates to champion problem resolution ensuring client satisfaction
• Collaborate with partners to integrate the Associate role as the key support on the Financial Planning team
• Coach the team to identify sales and referral opportunities, client facing transactions, enhance retention, drive revenue and book client appointments to support planners in closing business
• Coach the team to fully leverage all service partners, promoting awareness and fostering relationships with internal partners
• Ensure processes/controls are in place and are being followed to protect shareholder interests, including the areas of account openings, anti-money laundering, fraud prevention, authorities and maintenance
• Act as a role model and ensure that the team delivers on all client experience commitments
• Foster a continuous improvement approach to employee development by helping employees increase their skills, knowledge, and abilities and ensuring accreditations are up to date

What do you need to succeed?

Must-have

• A minimum of 3 years of leadership experience, with a proven track record of managing and developing teams
• Proven application of business acquisition, establishing community and client relationships, and success in business growth
• Mutual funds license (IFIC or CSC)
• Branch Compliance Officer (BCO) considered an asset
• Experience with emerging communications and technology (i.e. web based meetings, MyAdvisor, Digital Banking and Mobile Applications)

Nice-to-have

• Strong organizational skills with the ability to manage a diverse team
• Expert knowledge of coaching and be a change management leader
• A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience considered an asset

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 collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
• A unique opportunity for personal and professional growth

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address

40 TAUNTON RD E:WHITBY

City

Whitby

Country

Canada

Work hours/week

37.5

Employment Type

Full time

Platform

PERSONAL & COMMERCIAL BANKING

Job Type

Regular

Pay Type

Salaried

Posted Date

2026-08-28

Application Deadline

2026-09-12

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.