Manager, Investment and Retirement Planning

RBC; Ottawa; On-site; CAD 80,000 - 120,000; Full time

Job summary

RBC is seeking a dynamic leader for a Financial Planner team in Ottawa. This role entails achieving sales targets, cultivating client relationships, and implementing strategic direction for business growth. Candidates should possess relevant financial planning designations, strong leadership experience, and a focus on community engagement. Join RBC to thrive in a collaborative culture that fosters professional growth and success.

Benefits

Comprehensive Total Rewards Program

Performance-based bonuses

Flexible benefits

Qualifications

• Personal Financial Planning (PFP), Qualified Associate Financial Planner (QAFP) or Certified Financial Planner (CFP) designation required.
• Branch Compliance Officer (BCO) designation needed.
• Minimum 3-5 years sales management/leadership experience.

Responsibilities

• Lead and manage a team of Financial Planners, focusing on sales and market leadership.
• Achieve profitable sales targets and enhance customer loyalty.
• Collaborate with regional teams to implement strategies.

Skills

Building Talent

Business Development

Inspiring

Long Term Planning

Education

Post-secondary diploma/degree

Job description

Job Summary

Job Description

What is the opportunity?

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 Ottawa West Valley and North Central area. 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:

• 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 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

Pay Type:

Salaried

Posted Date:

2025-07-23

Application Deadline:

2025-08-06

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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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.