Manager Investment & Retirement Planning

RBC; Regina; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank is seeking a motivated Sales Manager to lead a team of Financial and Investment Planners in Regina. The role involves achieving sales targets, fostering client relationships, and developing team capabilities. Ideal candidates should have financial planning designations, leadership experience, and a passion for community engagement. This position also offers professional growth and competitive compensation, contributing to the bank's overarching goal of helping clients thrive in their financial journeys.

Benefits

Comprehensive Total Rewards Programme

Performance-based bonuses

Flexible benefits

Collaborative culture supportive of development

Unique opportunities for personal and professional growth

Qualifications

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

Responsibilities

• Lead a team of Financial Planners to achieve profitable sales targets.
• Build client acquisition strategies and focus on relationships.
• Champion sales practices for superior client experience and profitable growth.

Education

Personal Financial Planning (PFP)

Qualified Associate Financial Planner (QAFP)

Certified Financial Planner (CFP)

Branch Compliance Officer (BCO)

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

Post-secondary diploma/degree in Commerce or Business Administration

Job description

Job Description

Reporting to the Regional Vice President, Investment & Retirement Planning, this position will lead and manage a team of high‑performing, highly motivated Financial Planners, Investment and Retirement Planners in the Rural Saskatchewan Market. 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 centres 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 marketplace.
• Experience with emerging communications and technology (i.e., web‑based meetings, social media, digital banking and mobile applications).

Nice-to-have

• 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‑oriented 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 Programme 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 recognised and rewarded.
• A unique opportunity for personal and professional growth.

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address: 5853 ROCHDALE BLVD – REGINA

City: Regina

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: PERSONAL & COMMERCIAL BANKING

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-09

Application Deadline: 2025-12-15

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 programmes intended to foster a workplace based on respect, belonging and opportunity for all.

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