Manager, Field Sales Support, Eastern Canada

RBC•Montreal, QC

1d•Onsite

About The Position

As Manager, Field Sales Support, Eastern Canada, your role is critical in enabling RBC Wealth Management Financial Services Inc. (WMFS) sales support and field sales staff to deliver dedicated support to Estate Planning Specialists. You will lead, coach, develop, and enable a team of Estate Planning Assistants and Associates (i.e., financial security advisors), ensuring superior client care is delivered as well as a high standard of operational effectiveness. You are a subject matter expert, resource, and thought leader, effectively partnering within and outside of WMFS in order to positively impact the client and employee experience.

Requirements

Valid representative's certificate in insurance of persons (i.e., financial security advisor) granted by the Autorité des marchés financiers (AMF)
Professional experience in the insurance industry, preferably in a sales or sales management role
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Demonstrated people management capabilities with the ability to embrace and lead change, positively impacting the client and employee experience
Strong conflict resolution skills, ability to deal with ambiguity, strong organizational and time management skills, and meticulous attention to detail

Nice To Haves

Post-secondary education
Financial planner diploma granted by the Institute of Financial Planning
Chartered Life Underwriter (CLU) designation

Responsibilities

Handle talent acquisition needs and ensure stellar onboarding experiences for new hires
Identify and share best practices across the entire team to ensure operational effectiveness, and embrace and lead change when new initiatives are implemented
Assist staff with operational issues and provide appropriate escalation support for issues that require executive visibility
Support the development of each team member through focused coaching - motivating and empowering them to achieve individual and collective goals
Drive effective working relationships within the teams
Participate in the regular performance management cycle, working closely with the Estate Planning Specialists to understand staff performance, and manage low performance, as required, through coaching and effective leadership
Create an environment conducive to team success and employee engagement
Demonstrate commitment to active talent management, recruitment, and succession planning