Manager, Investment and Retirement Planning

RBC•Laval, QC

3d•Onsite

About The Position

This position will lead and manage a team of high performing, highly motivated Financial Planners, Investment and Retirement Planning within the market. The Manager, FPIRP will be responsible for achieving business results through sales and market leadership. The role will also be responsible for implementation of strategic direction, removing barriers that impede sales force effectiveness, while leveraging diversity and representation in the local marketplace. The role will develop an effective adaptable sales force to maximize revenue and productivity opportunities while also championing sales management practices, and enhancing employee commitment/capability through active employee development and coaching. The Manager, FPIRP will also focus on enhancing customer loyalty while leveraging full RBC capabilities, including specialized sales forces, alternative delivery channels and service partners.

Requirements

Possess a Personal Financial Planning designation (IPF)
Possess Branch Compliance Officer (BCO) designation
Possess Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation
A minimum of 5 years Sales Management experience – a proven track record of sales managing teams of investment professionals as well as implementing sales objectives and initiation of strategic initiatives
Proven application of business acquisition – establishing community and client relationships, and with success in business growth
Action orientated and possesses the ability to develop and motivate a sales team
Strong organizational skill – ability to manage a geographically diverse and mobile team
Well developed impact and influence skill - ability to work with a wide variety of business partners to achieve success within a market place
Strong business management skills – able to balance the rewards of meeting business objectives with the risk of loss to the client, employee, and shareholder.
Follow corporate compliance guidelines to operate within legal and securities regulations and maintain appropriate risk exposure
Sound problem solving abilities, while also having the ability to recognize future opportunities
A university degree, ideally in Commerce, Business Administration or related experience is required.

Responsibilities

Primary accountability is to achieve profitable sales targets by providing leadership, direction and ongoing coaching to the IRP team, 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.
Leverage full RBC capabilities including branches, alternate delivery channels and service partners to achieve RBC’s business goals. And cultivate local business opportunities through the development of relationships within the community and centres of influence.