Manager, Regional Support Team

phn; Vancouver; On-site; CAD 70,000 - 105,000; Full time

Job summary

An established industry player is seeking a dedicated Manager for their Regional Support Team. In this pivotal role, you will guide a team through the complexities of client relationships during challenging times. Your leadership will ensure effective coaching and development of team members while managing a portfolio of high net worth clients. This position offers the opportunity to make a significant impact in a collaborative environment, where your contributions will enhance client experiences and foster strong relationships. Join a forward-thinking organization that values your expertise and supports your professional growth.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Discretionary/variable incentive payment

Opportunities for professional development

Dynamic and collaborative team environment

Qualifications

• 4-7 years of related experience in trust and estate management.
• Strong coaching and mentorship skills for team development.

Responsibilities

• Lead a team to manage high net worth client relationships.
• Oversee administration tasks and ensure high service delivery.

Skills

Coaching

Communication

Mentorship

People Management

Microsoft Office

Education

College or Undergraduate degree

Completion of the Canadian Securities Course (CSC)

TEP designation (in progress)

Job description

Join to apply for the Manager, Regional Support Team role at PH&N Institutional.

What is the Opportunity?

As a Manager, Regional Support Team, you lead a team that is the rock in a client family’s relationship during one of the most difficult, stressful and emotional times in their lives. From guiding heirs and beneficiaries through a departed loved one’s estate plan to navigating family dynamics, the work you do is intimate and critical.

Your purpose-driven work will involve leading a team in identifying, growing and retaining a high net worth (HNW) portfolio of clients and ensuring their wishes are carried out, through effective coaching, mentoring, communication, and training and development activities. As part of the Royal Trust team, you will play a key part in developing strong relationships to provide clients with a comprehensive overview of RBC products and solutions to help them now and in the future.

What will you do?

• Directly manages individual employees and is responsible for providing direction, development, coaching, and mentoring.
• Coaches and mentors team, ensuring that the fundamental skills and knowledge for trust and estate officer roles are developed soundly for future employee position potential.
• Manages and oversees centralized administration of tasks and procedural support of regional team and ensures a high level of service delivery.
• Manages and maintains a small book of accounts to ensure active engagement in ongoing operational and technological process within the team/business.
• Actively manages succession planning and recruiting of new employees.
• Continuous improvement approach to achieving a superior client experience, including proactive monitoring of client affairs, and ownership of client problem resolution.

What do you need to succeed?

Must-have:

• 4 - 7 years of related experience.
• College or Undergraduate degree.
• Completion of the Canadian Securities Course (CSC).
• Possess or working towards TEP designation.

Nice-to-have:

• Previous experience or general knowledge of estate and trust related administration.

What’s in it for you?

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.

The expected salary range for the above position is $70,000 – 105,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

Role: RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture.
• Enables collective achievement of our strategic goals.
• Generates sustainable shareholder returns and above market shareholder value.

Job Skills: Coaching, Communication, Mentorship, Microsoft Office, People Management.

Address: VANCOUVER MAIN BRANCH (B), 1055 GEORGIA ST W: VANCOUVER.

City: VANCOUVER

Country: Canada

Work Hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-02-10

Application Deadline: 2025-03-15

Inclusion and Equal Opportunity Employment: At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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