Manager, Investment and Retirement Planning

Royal Bank of Canada>; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A major financial institution in Ottawa is seeking a strong leader to manage a team of Financial Planners. This role focuses on achieving business goals and fostering client relationships, with a clear emphasis on team management and strategic implementation. The ideal candidate will have substantial experience in sales management, relevant designations, and a passion for client engagement. A competitive compensation package is offered.

Benefits

Comprehensive Total Rewards Program

Performance-based bonuses

Collaborative dynamic culture

Qualifications

• Minimum 3-5 years sales management / leadership experience.
• Proven track record of managing a team of investment professionals.
• Experience with emerging communications and technology.

Responsibilities

• Lead a team of Financial Planners in achieving sales targets.
• Collaborate with regional teams to implement strategies.
• Enhance customer loyalty and leverage full RBC capabilities.

Skills

Branch Compliance Officer (BCO) designation

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

Sales management experience

Team management

Communication skills

Organizational skills

Education

Post-secondary diploma / degree in Commerce or Business Administration

Job description

Reporting to the Regional Vice President, Career Sales Force,this position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning in the Eastern Ontario area within ONE Region. You will be responsible for achieving business results through sales and market leadership. You will also be responsible for implementation of strategic direction, removing barriers that impede sales force effectiveness, while leveraging diversity and representation in the local marketplace.

What will you do?

• Achieve profitable sales targets by providing leadership, direction and ongoing coaching to your team and building employee engagement through focused sales routines
• Build and lead a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals
• Collaborate with geographical / regional teams in the implementation of strategies
• Champion sales management practices to achieve a superior client experience, profitable business growth, business retention and productivity
• Focus on enhancing customer loyalty while leveraging full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goals
• Cultivate local business opportunities through the development of relationships within the community and centers of influence
• Balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder by following corporate compliance guidelines

What do you need to succeed?

Must-have :

• 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 :

• Bilingual in both French and English
• Strong organizational skills with the ability to manage a geographically diverse and mobile team
• Proven leadership, sales management and performance management skills
• Strong communication and presentation skills
• Action orientated with the ability to develop and motivate a sales team
• Proven application of business acquisition – establishing community and client relationships, with success in business growth
• A post-secondary diploma / degree, ideally in Commerce, Business Administration or related experience

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 :

2212 BANK ST : OTTAWA

City : OTTAWA

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform :

PERSONAL & COMMERCIAL BANKING

Job Type : Regular

Posted Date : 2025-07-23

Application Deadline :

2025-08-01

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

I nclusion 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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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 .