Manager Financial Planning Team

As Manager of Financial Planning Team, you will lead and scale a new, evolving model that brings comprehensive financial planning to emerging mass affluent clients. Your role balances hands-on coaching and capability-building with strategic oversight of team performance, client outcomes, and operational execution. You'll build a high-performing team that operates with autonomy while maintaining cohesion around team portfolio and relationship standards.

Success requires adaptability to evolving role expectations, strong coaching acumen, and the ability to translate organizational strategy into clear team priorities. You'll develop your team's skills in coordinated advice delivery, multi-partner collaboration, and technology-enabled relationship management—while ensuring consistent execution across leads, planning delivery, and portfolio management. Your leadership, mentorship, and commitment to continuous process refinement will be critical as we develop this model together and establish the Financial Planning Team as a scalable capability across RBC.

As Manager of Financial Planning Team, you will lead and scale a new, evolving model that brings comprehensive financial planning to emerging mass affluent clients. Your role balances hands-on coaching and capability-building with strategic oversight of team performance, client outcomes, and operational execution. You'll build a high-performing team that operates with autonomy while maintaining cohesion around team portfolio and relationship standards.

Success requires adaptability to evolving role expectations, strong coaching acumen, and the ability to translate organizational strategy into clear team priorities. You'll develop your team's skills in coordinated advice delivery, multi-partner collaboration, and technology-enabled relationship management—while ensuring consistent execution across leads, planning delivery, and portfolio management. Your leadership, mentorship, and commitment to continuous process refinement will be critical as we develop this model together and establish the Financial Planning Team as a scalable capability across RBC.

• Team Development &
  
  Coaching:
  
  Recruit, onboard, and coach Financial Planning Team through continuous feedback, capability building, and performance management; identify skill gaps and provide targeted development; foster a culture of continuous learning and process improvement as the role matures.
• Performance & Accountability: Establish clear performance expectations aligned to team and business goals (leads conversion, financial plan delivery, portfolio growth, relationship quality); monitor team performance through Clients and Business Excellence (CBE) and Performance Management Development (PMD); conduct regular performance reviews, calibrations, and talent assessments.
• Client & Operational Strategy: Partner with leadership to define best practices for coordinated advice, multi-partner referrals, and relationship management; ensure team operates within compliance and brand standards; drive process optimization and technology adoption to enhance efficiency and client experience.
• Multi-Partner Coordination: Collaborate with OneRBC partners (credit, banking, complex investments, mortgage) to streamline referral pathways and coordinate handoffs for all client needs; remove blockers to seamless client experience.

• Leadership
  
  Experience:
  
  3-5 years of team leadership or supervisory experience in financial services, with demonstrated ability to build and retain high-performing teams.
• Financial Planning Expertise: Deep knowledge of financial planning advice, investment solutions, and client relationship…