Manager Financial Planning

RBC • Sudbury, ON

1d • 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. Your role will be to deliver growth through sales and market leadership, while leveraging diversity and representation in the local marketplace. You will build an effective and adaptable team focused on building valuable relationships, providing a differentiated experience and advice capabilities. You will champion sales management practices and lead in the implementation of strategic initiatives. You will deliver growth through sales and market leadership, implementation of strategic direction and representation in the local marketplace. You will work 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. You will enhance employee commitment and capability and customer loyalty while leveraging full RBC Financial Group capabilities, including specialized sales forces, alternate delivery channels, and service partners. You will 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.

Requirements

• Must-have 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

• bonuses
• flexible benefits
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed