Manager Financial Planning

Royal Bank of CanadaGreater Sudbury, ON
Onsite

About The Position

As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Northern Lakes Market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace.

Requirements

  • Personal Financial Planning (PFP®) or Certified Financial Planner (CFP®) designation
  • Branch Compliance Officer (BCO) designation
  • Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation
  • Minimum 3-5 years sales management/leadership experience
  • Proven track record of managing a team of investment professionals, as well as, implementing sales objectives and initiation of strategic initiatives
  • Ability to work with a wide variety of business partners to achieve success within a market place
  • Experience with emerging communications and technology (i.e. web based meetings, social media, Digital Banking and Mobile Applications)

Nice To Haves

  • Experience in both business and personal banking

Responsibilities

  • Build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities.
  • Champion sales management practices and lead in the implementation of strategic initiatives.
  • Deliver growth through sales and market leadership, implementation of strategic direction and representation in the local marketplace.
  • Works 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.
  • Enhances employee commitment and capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels, and service partners.
  • 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.

Benefits

  • A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Financial strength and strong brand to support your goals
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service