Branch Manager Advisor

RBC • Saskatoon, SK

1d • Onsite

About The Position

This role involves ensuring high employee engagement through talent management, development, and career planning. The Branch Manager Advisor will model and coach their team on client advice and education, problem resolution, and prevention at the first point of contact, while advocating for digital enablement and multichannel usage. The position focuses on delivering results through strong routines and coaching, with an emphasis on client education and demonstration, leveraging technology to create a memorable client experience, drive brand value, and retain relationships. The role also includes inspiring and orchestrating superior retailing/hospitality excellence, collaborating with financial planning, retirement planning, home equity finance specialists, and business banking experts to ensure clients receive customized advice, and partnering with management to ensure operational effectiveness and maximize team performance. Additionally, the role involves addressing local community needs through recruitment, management practices, and community advice events.

Requirements

• Above average digital literacy across a broad range of devices (e.g., smartphones, tablets, laptops, etc.) and can learn new technology very quickly
• Minimum of 2-3 years’ experience in a relationship management role within the financial industry (i.e. Banking Advisor, Financial Advisor)
• Experience in a coaching / leadership role, or acting as a mentor to advisors
• Mutual Funds accreditation (IFIC or CSC) and at least 2 years of licensed mutual fund experience within the last 3 years
• Completion of an acceptable mutual fund branch management exam (BCO) offered by the CSI or ability to write the exam within 4 months of start date
• Demonstrated success delivering / coaching to providing advice to clients resulting in strong client relationships and superior business results

Nice To Haves

• Strong communication and decision-making skills, with the ability to communicate and lead change
• Strong multi-tasker and self-starter who is comfortable working independently, as well as in a flexible environment
• A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience

Responsibilities

• Ensure high employee engagement through talent management, development & career planning
• Model & coach your team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
• Deliver results through strong routines and coaching ability
• Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive brand value and retain relationships
• Inspire, orchestrate and pioneer superior retailing/hospitality excellence to deliver a memorable client experience
• Collaborate with market leading professionals in financial planning, retirement planning, home equity finance specialists & business banking experts to ensure clients receive customized, expert advice
• Partner with your manager to ensure operational effectiveness of the location and maximize the performance of the team
• Address local community needs through appropriate recruitment, management practices and community advice events in branch and outside in the community.

Benefits

• performance based bonuses
• flexible benefits
• competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A world-class training program in financial services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree