Remote Financial Planning Team Lead: Grow & Coach

RBC; Toronto; Remote; CAD 120,000 - 160,000; Full time

Benefits offered by this job

Unlimited earning potential & full-beh

World-class training program

Dynamic, collaborative team

Job summary

RBC is seeking a Manager of Financial Planning Team to build and scale a new model delivering comprehensive financial planning to emerging mass affluent clients. You will coach, develop, and lead a high-performing team, align priorities with strategy, and drive efficient, compliant client delivery.

You will partner across departments to optimize referrals, enhance client experience, and manage performance while supporting a national mandate with remote work flexibility.

Qualifications

• Leadership experience in financial services or similar.
• Deep knowledge of financial planning, investments, and client relationships.
• Strong coaching, communication, and organizational skills.
• Ability to translate strategy into executable team priorities and drive accountability.

Responsibilities

• Develop and coach the Financial Planning Team through performance management and capability building.
• Set performance expectations and monitor through PMD and other quality measures.
• Define best practices for coordinated advice, referrals, and relationship management; ensure compliance and brand standards.
• Collaborate with OneRBC partners to streamline referrals and client handoffs.

Skills

Leadership

Financial planning

Coaching

Cross-functional collaboration

Job description

RBC is seeking a Manager of Financial Planning Team to build and scale a new model delivering comprehensive financial planning to emerging mass affluent clients. You will coach, develop, and lead a high-performing team, align priorities with strategy, and drive efficient, compliant client delivery.

You will partner across departments to optimize referrals, enhance client experience, and manage performance while supporting a national mandate with remote work flexibility.