Manager, Investment and Retirement Planning

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

Job summary

A leading Canadian financial institution is seeking a skilled Financial Planner Manager to lead a high-performing team in Ottawa. The role emphasizes achieving sales targets, implementing strategic initiatives, and fostering client relationships. Ideal candidates will possess relevant financial designations and have 3-5 years of leadership experience in sales management.

Benefits

Performance-based bonuses

Flexible benefits

Leadership support for development

Dynamic culture fostering initiative

Qualifications

• 3-5 years of sales management/leadership experience.
• Proven track record managing investment professionals.
• Ability to work with diverse business partners.

Responsibilities

• Achieve profitable sales targets by mentoring your team.
• Collaborate with regional teams to implement strategies.
• Champion sales management practices for superior client experience.

Skills

Sales management

Team leadership

Client acquisition

Financial planning

Communication

Education

Personal Financial Planning (PFP) Qualified Associate Financial Planner (QAFP)

Branch Compliance Officer (BCO) designation

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

Post-secondary diploma/degree in Commerce or Business Administration

Job description

Job Summary

Reporting to the Regional Vice President of Career Sales Force, this position will lead and manage a team of high-performing, highly motivated Financial Planners specializing in 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, implementing strategic directions, removing barriers to sales force effectiveness, and 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 focused on client acquisition, building profitable relationships, and enhancing advice capabilities to achieve revenue goals.
• Collaborate with regional teams to implement strategies effectively.
• Champion sales management practices to ensure a superior client experience, profitable business growth, retention, and productivity.
• Enhance customer loyalty by leveraging RBC capabilities, including branches, alternate delivery channels, and service partners to meet business goals.
• Cultivate local business opportunities through relationship development within the community and centers of influence.
• Balance business objectives with the risks to clients, employees, and shareholders by adhering to corporate compliance guidelines.

What do you need to succeed

Must-have:

• Personal Financial Planning (PFP) Qualified Associate Financial Planner (QAFP) 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 of sales management/leadership experience.
• Proven track record managing investment professionals and implementing sales objectives and strategic initiatives.
• Ability to work with diverse business partners to succeed in the marketplace.
• Experience with emerging communication technologies (web-based meetings, social media, digital banking, mobile applications).

Nice-to-have:

• Bilingual in French and English.
• Strong organizational skills for managing a geographically diverse and mobile team.
• Proven leadership, sales management, and performance management skills.
• Excellent communication and presentation skills.
• Action-oriented with the ability to develop and motivate a sales team.
• Successful application of business acquisition and relationship-building skills leading to business growth.
• Post-secondary diploma/degree in Commerce, Business Administration, or related fields.

What's in it for you

We thrive on challenges, innovation, and working together to deliver trusted advice that helps clients and communities prosper. We value each other, potential, and making a difference.

• A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits, and competitive compensation.
• Leadership support for your development through coaching and opportunities.
• A collaborative, dynamic culture recognizing personal initiative and hard work.
• Unique opportunities 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

Pay Type: Salaried

Posted Date: [Date not specified]

Application Deadline: Applications accepted until 11:59 PM the day before the specified deadline.

Inclusion and Equal Opportunity Employment

RBC promotes an inclusive workplace with diverse perspectives, supporting employees to perform at their best, collaborate, innovate, and grow professionally. We foster a respectful environment that values belonging and opportunity for all.

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Discover how we use passion and drive to enhance the well-being of clients and communities at RBC.

Required Experience: Manager

Key Skills: Financial Services, Financial Concepts, Investment Experience, Asset Management, Securities Law, Investment Management, Private Equity, Financial Modeling, Bloomberg, Project Management Lifecycle, Financial Planning

Experience: 3-5 years

Vacancy: 1