Job Summary

Job Description

What is the opportunity?

In this role, you will report to the Regional Vice President, Investment & Retirement Planning GTR, this position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning in the GTR Toronto Downtown market. 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?

Achieve profitable sales targets by providing leadership, direction and ongoing coaching to your team and building employee engagement through focused sales routinesBuild and lead a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goalsCollaborate with geographical/regional teams in the implementation of strategiesChampion sales management practices to achieve a superior client experience, profitable business growth, business retention and productivityFocus on enhancing customer loyalty while leveraging full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goalsCultivate local business opportunities through the development of relationships within the community and centres of influenceBalance 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

Personal Financial Planning (PFP), Qualified Associate Financial Planner (QAFP) or Certified Financial Planner (CFP) designationBranch Compliance Officer (BCO) designationInvestment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designationMinimum 3-5 years sales management/leadership experienceProven track record of managing a team of investment professionals, as well as, implementing sales objectives and initiation of strategic initiativesAbility to work with a wide variety of business partners to achieve success within a market placeExperience with emerging communications and technology (i.e. web based meetings, social media, digital banking and mobile applications)

Nice-to-have

Strong organizational skills with the ability to manage a geographically diverse and mobile teamProven leadership, sales management and performance management skillsStrong communication and presentation skillsAction orientated with the ability to develop and motivate a sales teamProven application of business acquisition – establishing community and client relationships, with success in business growthA 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 compensationLeaders who support your development through coaching and managing opportunitiesA collaborative dynamic culture where personal initiative and hard work are recognized and rewardedA unique opportunity for personal and professional growth

Job Skills

Building Talent, Business Development, Inspiring, Long Term Planning

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

PERSONAL & COMMERCIAL BANKING

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-21

Application Deadline:

2025-01-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.
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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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.