Manager Investment and Retirement Planning Intern

RBC • Burnaby, BC

4d • 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. The intern will work closely with the Regional Vice President and be assigned a mentor. The program introduces the 'Your Future By Design Experience,' covering various financial planning disciplines. This role is designed for an individual to learn the Investment and Retirement Planning business, working in partnership with market leadership to develop tactics and solutions that support engagement in planning activities and proficiency with practice management routines. Responsibilities include the implementation of strategic direction, removing barriers to sales force effectiveness, and 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

Benefits

• A comprehensive Total Rewards Program including performance based bonuses, flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing opportunities
• A collaborative dynamic culture where personal initiative and hard work are recognized and rewarded
• A unique opportunity for personal and professional growth

What This Job Offers

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