Senior Manager – Registered Plans

RBC; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading company in wealth management seeks a subject matter expert in Registered Plans to manage client relationships and drive sales. The role involves strategic oversight, client engagement, and legislative support, aiming for sustainable growth and profitability.

Benefits

Comprehensive rewards

Bonuses

Flexible benefits

Leadership support

Development opportunities

Challenging projects

Qualifications

• 7-10 years of experience in banking or investment industry.
• Knowledge of registered plan types.
• Client management experience.

Responsibilities

• Manage a strategic client portfolio, overseeing sales targets and revenue growth.
• Develop and maintain influential internal and external partnerships.
• Lead complex client discussions and manage ambiguous situations.

Skills

Commercial Acumen

Customer Service Management

Decision Making

Negotiation

Performance Management

Perseverance

Process Management

Sales

Sales Activities

Sales Channels

Sales Forecasting

Team Management

Job description

Job Summary

Job Description

What is the opportunity?

As a subject matter expert in Registered Plans, you will lead relationship coverage and sales for a portfolio of institutional clients. Your success will stem from relationship management, delivering value, and expanding client relationships. You will collaborate with the Director to implement strategies, processes, and sales disciplines aimed at sustainable earnings and revenue growth.

What will you do?

Relationship Coverage and Sales

• Manage a strategic client portfolio, overseeing sales targets, revenue growth, and client retention.
• Develop and maintain influential internal and external partnerships to drive referrals and new client acquisition.
• Lead complex client discussions, analyze root causes considering tax, legal, risk, and operational factors, and manage ambiguous situations by engaging stakeholders.
• Create and implement tailored client strategies and action plans to increase wallet share, retention, and profitability.
• Build and maintain strong relationships across client organizations, understanding their political landscape.
• Take ownership of client issue resolution, ensuring efficient outcomes.
• Expand connectivity across client businesses and leadership to position RBC as a trusted partner.
• Identify growth opportunities within existing accounts and manage portfolio risks.
• Negotiate client agreements and trust arrangements with stakeholders, including regulatory bodies and legal counsel.

Registered Plan Technical Support & Communication

• Stay current with legislative developments affecting registered plans, reviewing relevant legal sources and court cases.
• Represent RBC in industry discussions and committees related to tax, legal, and operational matters.
• Prepare communications on legislative and industry updates, including client bulletins and thought leadership articles.
• Review legal documents for client-specific issues, ensuring accuracy and risk compliance.
• Identify policy needs arising from legal and tax issues and draft appropriate policies.
• Provide research, comments, and recommendations on reviewed matters.
• Create marketing materials for registered plans and retirement products with technical accuracy.

What do you need to succeed?

Must have:

• 7-10 years of experience in banking or investment industry.
• Knowledge of registered plan types.
• Ability to interpret legislation and policies.
• Client management experience.
• Experience delivering presentations to investment firms across Canada.

Nice to have:

• Sales experience.
• Proficiency in French, both oral and written.

What’s in it for you?

We foster a culture of growth, collaboration, and community impact. Our benefits include:

• Comprehensive rewards, bonuses, and flexible benefits.
• Leadership support and development opportunities.
• Meaningful work with a high-performing team.
• Challenging projects and increasing responsibilities.

WMRT

Job Skills

Commercial Acumen, Customer Service Management, Decision Making, Negotiation, Performance Management, Perseverance, Process Management, Sales, Sales Activities, Sales Channels, Sales Forecasting, Team Management

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W, TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-14

Application Deadline: 2025-06-04

Note: Applications are accepted until 11:59 PM on the day prior to the deadline.

Inclusion and Equal Opportunity Employment

RBC is committed to an inclusive workplace that values diversity. We support our employees to perform at their best, collaborate effectively, innovate, and grow professionally, fostering a culture of respect, belonging, and opportunity for all.

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