Manager, Regional Support Team

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

Job summary

PH&N Institutional is seeking a Manager for their Regional Support Team in Vancouver. This role involves leading a team that provides critical support during emotional times for clients, ensuring their wishes are honored through skilled management and client relationship development. The ideal candidate will have significant experience in financial services and excellent coaching skills.

Benefits

Comprehensive Total Rewards Program

Coaching and development opportunities

Dynamic and collaborative work environment

Qualifications

• 4 - 7 years of related experience required.
• Completion of the Canadian Securities Course is a must.
• Possession or pursuit of TEP designation preferred.

Responsibilities

• Lead a team managing high net worth (HNW) client portfolios.
• Coach and mentor team members for trust and estate roles.
• Ensure high levels of service delivery and client problem resolution.

Skills

Coaching

Communication

Mentorship

People Management

Education

Completion of the Canadian Securities Course (CSC)

Possess or working towards TEP designation

Tools

Microsoft Office

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.
• 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

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

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.

Join our Talent Community to stay in-the-know about great career opportunities at RBC. Expand your limits and create a new future together at RBC.

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