Manager, Investment and Retirement Planning

RBC • Coquitlam, BC

1d • Hybrid

About The Position

Reporting to the Regional Vice President, Investment and Retirement Planning, you will be responsible for achieving business results through sales and market leadership. You 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.

Requirements

• Personal Financial Planning (PFP®), (QAFP™) or Certified Financial Planner (CFP®) designation
• Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) designation
• Branch Compliance Officer (BCO) designation
• Minimum 3 years sales/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)
• Fully mobile throughout the Tri-Cities market

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

• performance based bonuses
• flexible benefits
• 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: Manager
• Education Level: Associate degree