Royal Bank of Canada
Job title:
Manager, Financial Planning
Company
Royal Bank of Canada
Job description
Job Summary You will coach and develop an effective, adaptable financial planning sales team in the London 2 Market to maximize revenue and capitalize on opportunities. As a leader you reinforce with your team to achieve a superior client experience and enhance employee capability and engagement while leveraging full RBC capabilities, in platform and across the enterprise to deepen client relationships.
Job Description
What will you do?
- Achieve business results through sales and market leadership, implementation of strategic direction and representation in the local marketplace
- Work in partnership with Regional Sales teams to implement strategies, processes and disciplines to ensure a high level of financial advice and relationship management for clients with sophisticated financial needs
- Develop an effective, adaptable sales team to ensure a differentiated experience for our clients
- Champions sales management practices and leads in the implementation of strategic initiatives
- Enhance employee commitment, capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels and service partners
What do you need to succeed?
Must-have
- Minimum of 3 years leadership experience with a proven track record of managing a sales team of investment professionals
- Proven application of business acquisition, establishing community and client relationships with success in business growth
- Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)
- Financial Planning Designation (PFP or CFP)
- Mutual Funds License (IFIC or CSC)
- Must have written an acceptable mutual fund branch management exam (BCO) offered by the CSI or be able to write the exam within 4 months of start date
Nice-to-have
- Role model for relationship building, partnering and collaboration
- Well-developed Impact and Influence competency – ability to work with a wide variety of business partners to achieve success within a market place
- Expert knowledge of coaching and be a change management leader
- Strong organizational skills with the ability to manage a geographically diverse and mobile team
- A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
Job Skills
Additional Job Details
Address: 244 FURNIVAL RD:WEST ELGIN
City: WEST ELGIN
Country: Canada
Work hours/week: 37.5
Employment Type: Full time
Platform: Personal and Commercial Banking
Job Type: Regular
Pay Type: Salaried
Posted Date: 2024-03-12
Application Deadline: 2024-03-19
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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Expected salary
Location
Elgin, ON
Job date
Thu, 14 Mar 2024 02:07:48 GMT
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