Manager Investment and Retirement Planning Intern

RBC•Vancouver, BC

10d•Onsite

About The Position

This internship opportunity, reporting to the Regional Vice President, Investment and Retirement Planning, offers a comprehensive training program including online and classroom sessions. You will work closely with the Regional Vice President and be assigned a mentor. The training introduces the 'Your Future By Design Experience,' covering various financial planning disciplines. This role is designed for individuals to learn the Investment and Retirement Planning business, working in partnership with market leadership to develop strategies for engagement in planning activities, practice management, and sales force effectiveness. The role also involves leveraging diversity and representation in the local marketplace. This opportunity is for the Metro Vancouver area.

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

Strong organizational skills with the ability to manage a geographically diverse and mobile team
Proven leadership, sales management and performance management skills
Strong communication and presentation skills
Action orientated with the ability to develop and motivate a sales team
Proven application of business acquisition – establishing community and client relationships, with success in business growth
A post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience

Responsibilities

Achieve profitable sales targets by providing leadership, direction and ongoing coaching to your team and building employee engagement through focused sales routines
Build and lead a team to focus on client acquisition, building profitable relationships and advice capabilities to achieve revenue goals
Collaborate with geographical/regional teams in the implementation of strategies
Champion sales management practices to achieve a superior client experience, profitable business growth, business retention and productivity
Focus on enhancing customer loyalty while leveraging full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goals
Cultivate local business opportunities through the development of relationships within the community and centres of influence
Balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder by following corporate compliance guidelines