Manager, Investment and Retirement Planning

Job Summary

What is the opportunity?
Reporting to the Regional Vice President, Career Sales Force, this position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning across the Barrie Muskoka North Central markets. You will be responsible for achieving business results through sales and market leadership. You will also be responsible for implementation of strategic direction, removing barriers that impede sales force effectiveness, while leveraging diversity and representation in the local marketplace.

What will you do?

1. Achieve profitable sales targets by providing leadership, direction and ongoing coaching to your team and building employee engagement through focused sales routines.
2. Build and lead a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals.
3. Collaborate with geographical/regional teams in the implementation of strategies.
4. Champion sales management practices to achieve a superior client experience, profitable business growth, business retention and productivity.
5. Focus on enhancing customer loyalty while leveraging full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC's business goals.
6. Cultivate local business opportunities through the development of relationships within the community and centres of influence.
7. Balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder by following corporate compliance guidelines.

What do you need to succeed?

Must-have:

1. Personal Financial Planning (PFP), Qualified Associate Financial Planner (QAFP) or Certified Financial Planner (CFP) designation.
2. Branch Compliance Officer (BCO) designation.
3. Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation.
4. Minimum 3-5 years sales management/leadership experience.
5. Proven track record of managing a team of investment professionals, as well as implementing sales objectives and initiation of strategic initiatives.
6. Ability to work with a wide variety of business partners to achieve success within a marketplace.
7. Experience with emerging communications and technology (i.e. web based meetings, social media, digital banking and mobile applications).

Nice-to-have:

1. Strong organizational skills with the ability to manage a geographically diverse and mobile team.
2. Proven leadership, sales management and performance management skills.
3. Strong communication and presentation skills.
4. Action oriented with the ability to develop and motivate a sales team.
5. Proven application of business acquisition - establishing community and client relationships, with success in business growth.
6. A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

A comprehensive Total Rewards Program including performance-based bonuses, flexible benefits and competitive compensation.
Leaders who support your development through coaching and managing opportunities.
A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded.
A unique opportunity for personal and professional growth.

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning