Manager Financial Planning
Job details
Job description, work day and responsibilities
** Please be advised this is a replacement position for approximately 18 months **
As a Sales Manager, Financial Planning you will lead a team of high performing, highly motivated Financial Planners in the Winnipeg Market; delivering growth through sales and market leadership, while leveraging diversity and representation in the local marketplace.
What will you do?
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
What do you need to succeed?
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-have
Experience in both business and personal banking
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses, flexible benefits and 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
Job Skills
Building Talent, Business Development, Inspiring, Long Term Planning
Additional Job Details
Address:
125 GOULET ST:WINNIPEG
City:
WINNIPEG
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-07-03
Application Deadline:
2025-07-14
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Company address
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Offer ID: #1181560,
Published: 2 hours ago,
Company registered: 3 months ago
